Client Relations Administrator - Toronto, Canada - Mackenzie Financial Corporation

Mackenzie Financial Corporation
Mackenzie Financial Corporation
Verified Company
Toronto, Canada

1 month ago

Sophia Lee

Posted by:

Sophia Lee

beBee Recruiter
Description

Job Description:


Grade:
S2**
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.


The Role:


The Client Relations Department at Mackenzie Investments is looking for a responsible Client Relations Administrator to perform a variety of administrative and clerical tasks.

Duties of the Client Relations Administrator include providing support to the Client Relations Representatives and Distribution Team with assistance through a variety of daily, recurring and AdHoc responsibilities.

As a Client Relations Administrator, you will have the opportunity to do your best work by
-
Providing high-quality service to external and internal customers. Utilize knowledge of business to review requests and generate required reports. Ensure accuracy of information when preparing forms for manual cheques, Electronic Fund Transfers (EFT) and wire requests. Provide duplicate copy of tax receipts and statements and ensure delivery according to handling instructions. Research archives for required documentation.
- **Creating effortless experiences for our clients**. Assist in preparation and distribution of daily (morning and mid-day) reports on outstanding correspondence work items. Liaise with Managers and Workforce Planning team in scheduling and distribution of correspondence work items to the Client Relations Representative.
- **Identifying opportunities for change and optimization in a collaborative manner. **Work to continuously improve business processes in day-to-day activities. Keep up to date with knowledge of company processes. Coordinate activities and operations to secure efficiency and compliance to company policies.

***
To be successful in this role, you have:

  • Financial industry experience:1-2 years of financial industry experience, and a passion for creating and delivering outstanding customer experiences. Proficient knowledge of Microsoft Office Suite Products (MS Outlook, MS Excel, MS Word, MS PowerPoint in particular).
-
Relationship management: Ability to establish and maintain strong working relationships with your peers and business partners across the company. Professional attitude, with strong customer orientation.
-
Results oriented mindset: Passion for self-development learning and a growth mindset
-
Problem Solver:Detail-oriented, ability to problem solve and make decision in a dynamic environment.
-
Communication: Excellent written and oral communication skills. Bilingual (French, Asian & English) is an asset.
-
Planning and Organization: Ability to work in a fast-paced and deadline-driven environment. Strong organizational and time-management skills.
-
Education: Post-secondary education and/or related field. Industry-related courses, such as CSC, IFC would be an asset.


Please visit our

c

areer page by clicking on the following link:
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.


December 7, 2023

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