Operations Services Administrator

  • Company:
    Mackenzie Investments
  • Location:
  • Salary:
    negotiable / monthly
  • Job type:
    Full-Time
  • Posted:
    3 weeks ago
  • Category:
    Admin / Office

Mackenzie Investments was founded in 1967 and is a leading investment management firm providing investment advisory and related services to retail and institutional clients. The company has $60 billion in assets under management, and as part of IGM (a subsidiary of the Power Financial Group of Companies), is the largest independent asset manager in Canada, with $140 billion. We are committed to the financial success of investors, through their eyes.Our VisionEverything we do starts with the needs of investors, whether they are saving for a child’s postsecondary education, setting money aside for the future needs of a family member with a disability, or funding their own retirement. In fact, our focus is summed up in our Vision statement: We are committed to the financial success of investors, throughtheireyes.Our ValuesOur growth and success are the direct result of our employees, and we strive to create a workplace supported by the following core values: Creativity and Innovation, Strong Decision Making, Collaboration, Courage, Honesty and Integrity, Confidence and Pride.At Mackenzie Investments you can Build Your Career with Confidence by:Changing the Game: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.Making a Smarter World: We believe in continuous learning, understanding what is most important and sharing the benefits of that knowledge.Being Proud: As a 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.Joining an Unstoppable Team: We build teams that look out for each other, ask the best of each other and deliver the finest work.Learning and Growing:We offer an environment where you can indulge your curiosity to learn; getting the challenges and feedback you need to refine your skills and abilities.Thriving in a Supportive Environment: We have created a workplace where your efforts and career are supported by your team and your leader.The Operations Services Department is currently looking for several client-focused team-player with a passion for learning and development to join our team as an Operations Services Administrator.These contract positions will report to a Supervisor, Operations Services.Mackenzie’s Operations Services is dedicated to building trust through the handling of every client request. Our strategic mission focuses on developing our employees, investing in new technologies, and ensuring our department structure continues to effectively support the needs of both our clients and our employees. Operations Services manages the servicing of client requests with a focus on high accuracy, efficiency, and consistency of the client experience. As a member of the Operations Services team, your primary responsibilities will include:Providing account management and servicing activities for client accountsInterpreting and analyzing documentation for the input and processing of registered and non-registered investment transactionsEnsuring documentation is complete and following up when additional documentation is requiredProcessing of documents based on the client request received and completing according to the Mackenzie policy and procedures and compliance guidelinesCompleting the processing associated with the maintenance of a variety of products and servicesUsing various software applications to ensure the accurate completion of client requestsProviding support to internal departments and external clients for all client requests receivedThe following qualifications will assist the successful candidates in accomplishing these functions:Bilingual (French) is an assetKnowledge of Registered Education Savings Plan, and other registered products is an assetPassion for learning and developmentProfessional attitude and strong customer orientationDetail-oriented, accurate and able to work well in a deadline driven environmentGood communication skills, both written and verbalGood interpersonal, organizational and time-management skillsStrong decision making and problem-solving skillsPost-secondary education or work experience in a relevant business disciplineMutual Fund and Financial Industry knowledge and experience is an assetFamiliarity with back office data processing, processes and procedures and working knowledge of MS Office is an asset***Candidates must be available to work a flexible rotating shift between 7:00 AM – 8:00 PM Monday – Friday, and work weekends occasionally.Internal Applicants:If you are interested in applying for this position please direct applications on-line using the “apply for this job” icon located at the bottom or to the left of the posting. If you would like to refer someone for the position please email the posting using the “email this job” option and have your referral indicate that they were referred by you when completing the application. All resumes should be received byOctober 30, 2018. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.The job grade for this position is 5. The referral bonus for this position is 1.External Applicants:We thank all applicants for their interest in Mackenzie Investments; however only those candidates selected for an interview will be contacted.Mackenzie Investments offers an exciting and challenging work environment, a competitive base salary, performance-based bonuses, excellent benefits, recognition for your accomplishments, and opportunities for personal and professional growth.Mackenzie Investments is an equal opportunity employer and is committed to providing employment accommodations in accordance with the Ontario Human Rights Code and the Accessibility of Ontarians with Disabilities Act. Please advise Human Resources if you require an accommodation.File #18-237