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Document Management Administrator (contract) At Mackenzie Financial Corporation

Location: Toronto, Ontario

Job Description

Overview:[

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 $66.37 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 $157.62 billion. We are committed to the financial success of investors, through their eyes.


Our Vision

Everything 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, through their eyes.


Our Values

Our 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.


Department Summary:

The Client Solutions department of Mackenzie Investments is currently accepting applications for the position of Document Management Administrator, Client Solutions. Reporting to the Supervisor, Client Solutions. Our team is dedicated to building trust with every client request through a strategic approach of providing consistent and reliable service experiences through operational excellence and discipline. The department is responsible for both the day-to-day servicing of client requests as well as the integration of new products and changing regulatory requirements. Client Solutions focuses on continuous improvement and strives to build an environment where employees are empowered to take innovative approaches to their work.


What we offer:

  • Opportunity to be part of a team in a professional and dynamic environment
  • Exciting and convenient downtown Toronto location
  • Comprehensive coaching, support and training for growth and development
  • Relationship building skills
  • The opportunity to further your passion and understanding of the financial industry
Position Summary:
The successful candidate will be a career-oriented individual to support the daily operations of a mail center in achieving the timely and efficient delivery of internal and external mail. This position is responsible for ensuring internal and external client requests are handled in the most efficient manner and with the highest degree of quality. The Document Management Administrator is responsible for the daily routing operations of client requests to the varying business areas within the organization. You must possess excellent interpersonal and communication skills working within a team environment to provide a consistent and reliable client experience.


Reporting to a Supervisor, Client Solutions, the successful candidates will be responsible for a variety of tasks that may include:

  • Preparing documents for entry into the computer system with various software applications by organizing incoming documentation, including mail, faxes and cheques for processing.
  • Operate information retrieval systems to research and Index records according to established guidelines while maintaining quality assurance and control protocols to ensure information accuracy and business process integrity during the completion of client requests
  • Following up when additional documentation is required
  • Providing support to internal departments and for all requests received
  • Classify, code, cross-reference, log and store records
  • Extensive scanning of documentation, applying document naming conventions, entering scanned documents into electronic database
  • An ongoing focus on continuous improvement (e.g., departmental processes, templates, and standards in an effort to streamline and increase quality of project outcomes).
  • Compile reports on activities within records management services.

The following qualifications will assist the successful candidates in accomplishing these functions:

  • Post-secondary education or work experience in a relevant business discipline
  • Exposure to records Management technology, Certification in Records and/or Information Management or equivalent from an approved institution is an asset
  • Mutual Fund and Financial Industry knowledge and experience is an asset
  • Familiarity with back office data processing, processes and procedures and working knowledge of MS Office
  • Detail-oriented, organized, good time-management skills, accurate and able to work well in a fast-paced deadline driven environment
  • Must be able to work in teams and independently and demonstrate good communications skills, both written and verbal


*** Our core hours are 8:30 a.m. to 5:00 p.m. Monday to Friday. Due to the nature of our business, staff may be asked to work different shifts, or excess hours in support of business requirements.***


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 by October 21, 2019. 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 4.

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.


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