Grade: S6

Referral Level: Level 2

Division: IGM Client Services Operations

IGM Financial Inc. is one of Canada's leading diversified wealth and asset management companies with approximately $271 billion in total assets under managements. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals. Its activities are carried out principally through IG Wealth Management and Mackenzie Investments

Under IGM Financial’s unique business model based on leading brands and multi-channel distribution strategy is Mackenzie Investments, founded in 1967.  Mackenzie Investments is a holistic asset-management partner for thousands of Canadian financial advisors and the investors they support. 

At Mackenzie Investments You Can Build Your Career with Confidence.

We have a vision and a strategy that will challenge the way business in this industry is done and help Canadians be successful in the ways that mean the most to them. As part of our team, you will do some of your best work, develop some of your most valuable skills and give back in ways that make a difference in the lives of Canadians.  We are proud to be recognized as one of Canada’s Top Employers by Mediacorp Canada Inc. for empowering our employees with the tools to thrive while working remotely, while also providing resources to ensure physical and mental wellness were put front and centre.

Join an unstoppable team that is embedded in continuous learning, understanding, and knowledge sharing. You will thrive in our supportive environment where you can indulge your curiosity to learn, while receiving the feedback you need to refine your skills and abilities. We are dedicated to offering a hybrid work environment when applicable.

Mackenzie Investments is a diverse workplace committed to doing business inclusively - this starts with having a representative workforce! We encourage applications from all qualified candidates that represent the diversity present across Canada – including racialized persons, women, Indigenous persons, persons with disabilities, 2SLGBTQIA+ community, gender diverse and neurodiverse individuals, as well as all who may contribute to the further diversification of ideas.

Position (details)

We are currently accepting applications for the position of Client Services Operations (CSO) Executive Assistant. This position is responsible for providing support to CSO executives. The successful candidates’ specific responsibilities will include:

• Managing calendars
• Coordinating all aspects of meeting logistics (nationally and cross company), including securing meeting rooms, audio/visual connectivity and preparation and distribution of presentations
• Processing and coordinating invoice payments
• Providing departmental support for all components of onboarding/offboarding staff and contractors including workstation allocation, hardware/software/access requests, updating distribution lists, obtaining building access cards, creating and maintaining time tracking profiles and being a point of contact for related activities
• Coordinating travel arrangements and preparing expense reports
• Coordinating and organizing team meetings
• Providing general administrative duties, such as drafting and preparing reports and presentations, photocopying and scanning
• Supporting the teams by performing tasks as required to meet deadlines
• Preparing spreadsheets, analyzing data, and creating presentations in PowerPoint
• Maintaining appropriate filing systems for the team as we move towards a paper-free environment
• While in the office, ordering and maintaining general office supplies and equipment maintenance (photocopiers)
• Testing of internal controls and documenting procedures
• Maintaining a time reporting system as needed for the teams
• Performing general accounting and other administrative duties as required
• Assisting with department social events and town halls
• Provide coverage and sharing duties with other members of the administrative team as needed

The successful candidate must have the following qualifications:

• A minimum of 6+ years’ experience as an Administrative Assistant and Executive Assistant
• Excellent communication skills, both verbal and written, and excellent interpersonal skills to interact with individuals at all levels of the organization
• Proficient with MS Office applications (Microsoft Word, Outlook, Excel, PowerPoint, SharePoint) at the intermediate/advanced level
• Aptitude for using collaborative communication tools such as Microsoft Teams
• Outstanding technology skills and digital savvy; supporting paper-free business environments; applying technology for document management; facilitating team collaboration, etc.
• Ability to handle confidential information professionally
• Detail-oriented, accurate and able to perform in a fast-paced environment
• Outstanding organizational, planning and prioritization skills
• Ability to multi-task to manage/prioritize multiple projects simultaneously as required
• Ability to work well independently and within a team environment
• Proficient in prioritizing work, managing tight deadlines and have strong attention to details.

Please visit our career page by clicking on the following link: https://www.mackenzieinvestments.com/en/careers

We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.

Mackenzie Investments is an accessible employer committed to providing a barrier free recruitment experience. If you require an accommodation or this information in an alternate format at any stage of the recruitment process, please reach out to the Talent Acquisition team who will work with you to meet your needs.

Please apply by July 16, 2024. 

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