Bilingual Foundation Associate – Strategic Charitable Giving Foundation
3 weeks ago
About Us
Mackenzie Investments is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. We provide a broad range of financial planning and investment management services to help Canadians meet their financial goals.
Our Vision
We have a vision to challenge the way business is done in the industry 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.
About the Role
The Client Solutions department at Mackenzie Investments is looking for an inspiring and dynamic associate to join their team. Reporting to the Client Solutions Manager, the successful candidate will be responsible for accurately completing daily and scheduled responsibilities within the predefined timeline with a focus on ensuring accuracy and best practices are applied.
Responsibilities
- Execute client applications and trade instructions on FIMS, our book of record.
- Correspond with internal business partners and external clients via phone, fax, and emails related to accounts inquiries, foundation program, and policies and procedures.
- Provide clear trading instructions to our business partners and B2B our clearing company.
- Help mentor new team members via side-by-side and/or job shadowing sessions.
- Provide support to Senior Specialists during busy periods.
Requirements
- Client-facing experience: 3 or more years of experience in a diverse client service-focused environment.
- Relationship management: Ability to establish and maintain strong working relationships with your teams, peers, and business partners across the company.
- Results-oriented mindset: Detail oriented with the ability to meet strict deadlines and ability to set high goals and standards for yourself.
- Strategic thinker: Ability to think, problem solve, and make decisions in a fast-paced dynamic deadline-oriented environment.
- Communication: Excellent written and oral communication and an ability to interact and collaborate effectively with internal & external clients, peers, and senior management.
- Planning and Organization: Ability to plan, analyze data, coordinate, and manage multiple priorities with competing demands.
- Education: Post-secondary degree in Business Administration and/or related field.
- Proficient in Microsoft Office. Great knowledge of the financial services, mutual fund industry, investment products, and services, policies, and procedures. Charitable administration experience.
- Bilingualism, English and French is required.
About Mackenzie Investments
Mackenzie Investments is a diverse workplace committed to doing business inclusively. 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.
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Toronto, Ontario, Canada Mackenzie Investments Full timeAbout the RoleThe Client Solutions department at Mackenzie Investments is seeking a highly motivated and detail-oriented Associate to join their team. As a key member of the Strategic Charitable Giving Foundation team, you will be responsible for providing exceptional client service and support in a fast-paced environment.Key ResponsibilitiesExecute client...
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Toronto, Ontario, Canada Mackenzie Investments Full timeAbout the RoleThe Client Solutions department at Mackenzie Investments is seeking a highly motivated and detail-oriented Bilingual Associate to join their team. As a key member of the Strategic Charitable Giving Foundation team, you will be responsible for providing exceptional client service and support in a fast-paced environment.Key...
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Toronto, Ontario, Canada Mackenzie Investments Full timeAbout Mackenzie InvestmentsMackenzie Investments is a leading diversified wealth and asset management company in Canada, with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.Under IGM...
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Toronto, Ontario, Canada Mackenzie Investments Full timeAbout Mackenzie InvestmentsMackenzie Investments is a leading diversified wealth and asset management company with approximately $271 billion in total assets under management. The company provides a broad range of financial planning and investment management services to help more than two million Canadians meet their financial goals.Under IGM Financial's...
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