Administrator, Client Solutions

Job Description:

Division: IGM Asset Management Operations

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 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.

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.

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. Dealer Relations and Operations 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

THE ROLE: The Dealer Relations and Operations department of Mackenzie Investments is currently accepting applications for the position of Distribution Services Administrator, Dealer Relations and Operations. Reporting to the Supervisor, Dealer Relations and Operations, 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 Distribution Services Administrator is responsible for daily operations within the business unit and must possess excellent interpersonal and communication skills working within a team environment to provide a consistent and reliable client experience.

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

• Process incoming correspondence, including opening, logging, collecting and distributing mail
• Deliver, slot, pickup and sort all incoming mail
• Perform mail fulfillment for outgoing correspondence
• Applying business knowledge to contribute to the resolution of escalated and time sensitive issues
• Proactively maintaining knowledge of business unit policy and procedures and communicates changes as required
• Process interoffice mail in accordance with courier pickup/delivery schedule
• Provide courier service and tracking of incoming and outgoing shipments (UPS and ICS)
• Notify intended recipients(s) by e-mail or telephone of deliveries as soon as possible
• Operate, monitor and maintain postage mail machines and industrial scanning equipment
• Monitor and track inventory for storage and retrieval of cheque and envelope stock
• Perform some records management activities such as batching and scanning of incoming client documentation

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

• Completion secondary school
• 1 to 3 years’ experience working in a mailroom or in a similar role
• Strong oral and written communication skills
• Demonstrated organizational skills with the ability to manage multiple priorities with competing demands within strict timelines
• Proven analytical, problem solving and decision-making skills in a fast paced, deadline oriented environment
• Knowledge and experience using both postage shipping and courier systems
• Strong computer skills including Windows, MS Office Suite, Internet and E-mail
• Ability to lift up to a maximum weight of 40lbs on a consistent basis
• Able to be on their feet for extended periods of the time
• Works well in both a team environment and independently

*** 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.***

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 November 20, 2024.

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