Operations Services - Several Roles & Operations Positions At Mackenzie Investments

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.

Mackenzie’s Operations Services is committed to the financial success of investors, through their eyes. We are 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.

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 Operations Services Department of Mackenzie Investments is currently accepting applications for various positions in the operations department including:

• Indexing & Fast Track
• Document Management
• Distribution Services

• Indexing & Fast Track

• Document Management

• Distribution Services

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. Operations Services 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

Reporting to a Supervisor, Operations Services, the successful candidates will be responsible for a variety of tasks that may include the following:

• 
  Analyzing and understanding client requests according to IGM policy and procedures and compliance guidelines for the input and processing of registered and non-registered investments.
• Indexing of documentation through data entry of naming conventions and classifications
• Providing image management and servicing activities for client accounts
• Exercise quality assurance to ensure information accuracy and business process integrity in a Service Level driven environment.
• Preparing documents for entry into the computer system with various software applications by organizing incoming documentation, including mail, faxes and cheques for processing.
• Extensive scanning of documentation, applying document naming conventions, entering scanned documents into electronic database
• Process incoming correspondence, including opening, logging, collecting and distributing mail
• Applying business knowledge to contribute to the resolution of escalated and time sensitive issues
• Process interoffice mail in accordance with courier pickup/delivery schedule
• Notify intended recipients(s) by e-mail or telephone of deliveries as soon as possible
• Ability to lift up to a maximum weight of 40lbs on a consistent basis (Only applicable for the role of Distribution Services Only)
• Able to be on their feet for extended periods of the time (Only applicable for the role of Distribution Services Only)

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

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 January 4th, 2019. If you have any questions regarding this position, please contact Human Resources. Please record your extension number on your resume and cover letter.

External Candidates:

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 #18-258