• Job Description

  Req#: 4995

  Job Description

  Grade: P5

  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.

  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.

  Position

  The Business Operations Support Analyst is responsible for ensuring the ongoing integrity of our client transactional and reporting based systems. They provide support to the user community through expert knowledge of the systems and procedures used in maintaining client data. This support is offered through situational analysis and providing solutions to reported /detected problems. Problems will be resolved within a set of pre-determined service standards agreed on with management. The role is designed to provide detective, preventative, and mitigating activities to minimize impacts to clients, and the systems’ user community.

  Responsibilities Include:

  • Maintain configuration to support business needs and in compliance with established controls including testing of changes and baseline review of fees outlined in the prospectus.
  • Coordinate end to end system updates for product launches.
  • Coordinate and test CSOX in accordance with established controls.
  • User Acceptance Testing to validate business rules and system changes.
  • Maintain statistics and dashboards.
  • Review and maintain documentation.
  • Coordinate regulatory mailing productions, quality control and issue management.
  • Provide product and operational support:
    • accurate and timely client reporting documents including client statements, tax slips, trade confirmations and fund facts.
    • Respond to inquiries from business, external partners and vendors.
    • Investigate and log system problems, submit file fixes and recommend system enhancements.
    • Collaborate with developers and applications support teams to resolve issues.
  • Participate in projects across IGM that impact systems and business processes.

  Qualifications:

  • 3 year Business experience and/or Post-secondary degree or diploma in business or a relevant field
  • Knowledge of IGM product shelf and specialized products
  • Relevant experience of business processes, rules, procedures and outcomes.
  • Relevant experience of how client data is maintained in the Transfer Agency systems.
  • High level knowledge of how financial transactions are calculated or reported / and or expertise in transaction processing.
  • Independent and adaptive learner with analytical skills to support multiple IGM applications.
  • Proficiency with Microsoft Office Suite of products (Word, Excel (advanced), MS Access)
  • Knowledge of SQL or VBA scripts is an asset.
  • Successful completion of the Canadian Investment Funds course/Operations Course and the Canadian Securities Course is an asset.

  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 December 5, 2023

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• About the company

  Mackenzie Investments was founded in 1967 and is one of Canada’s largest investment management firms by assets under management.

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