Senior Administrative Assistant

Grade: S4

Referral Level: Level 2

Division: MI-DR

GM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310billionin assetsas of December 31, 2025. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.

Mackenzie Investments, founded in 1967, is a key part of IGM’s business model, serving as a comprehensive asset-management partner for Canadian financial advisors and their clients.

At Mackenzie Investments You Can Build Your Career with Confidence.

We are proud to be recognized as one of Canada’s Top 100 Employers for the fourth consecutive year and one of Canada’s Best Diversity Employers. Our vision and strategy aim to innovate the industry and support Canadians in achieving their financial goals.

Join our team to engage in continuous learning and skill development in a supportive environment.

Experience the best of both worlds with our hybrid work environment, where you spend three days a week in the office, connecting, collaborating, and enjoying quality time with your amazing colleagues!

Our Values:
Be better;we strive for improvement in everything we  accountable;we foster clarity and are empowered to act  a team;we are united to drive collective impact to achieve our goals.

Mackenzie Financial Corporation is currently accepting applications for the position of Senior Administrative Assistant. This position will be part of Mackenzie’s Retail Distribution Ontario team, providing administrative support to the Regional Vice Presidents Ontario teams. The successful candidate’s specific responsibilities include:

• Co-ordinating and organizing team and client meetings utilizing Salesforce to confirm Product Managers / client meetings.
• Monthly Regional Team Meetings (RTM) to be scheduled in coordination with Sales Enablement, booking meeting rooms and catering.
• Processing online SNAP requests via IGM Intranet for staffing updates as needed as well as housekeeping and facilities requests.
• Catering requirements as needed for team meetings using internal catering or external vendors.
• Commission Statements for Wholesalers to be distributed on a monthly basis as provided by HR Compensation.
• Co-ordinating travel arrangements, roadshows, and preparing expense reports
• Providing general administrative duties, such as scheduling meetings, drafting and preparing reports and presentations, photocopying and scanning
• Supporting the teams by performing tasks as required to meet deadlines
• Preparing / maintaining spreadsheets, analyzing data, and creating presentations in Power Point
• Ordering and maintaining general office supplies.
• Testing of internal controls and documenting procedures
• Performing general accounting and other administrative duties as required
• Provide coverage and share duties with other members of the administrative support team as required

The successful candidate requires the following qualifications:

• A minimum of 3+ years’ experience as an Administrative Assistant
• Excellent communication skills, both verbal and written, and excellent interpersonal skills to interact with individuals at all levels of the organization
• Proficient with MS Office applications (Microsoft Word, Outlook, Excel, PowerPoint) and Salesforce at the intermediate level
• Exceptional technology skills and digital savvy; supporting paper-free business environments; utilizing technology for document management; facilitating team collaboration, etc
• Ability to handle confidential information professionally
• Detail-oriented, accurate and able to perform in a fast-paced environment
• Outstanding organizational, planning and prioritization skills
• Ability to multi-task to manage/prioritize multiple…