Senior Administrative Assistant

Job summary

The Senior Administrative Assistant provides administrative support to the Retail Distribution Ontario team, including scheduling meetings, managing travel, and processing expenses. They are also responsible for maintaining office supplies, preparing reports, and performing general accounting duties.

Job details

Job Description Grade: S4 Referral Level: Level 2 Division: MI-DR GM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $310 billion in assets as 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 do. Be accountable; we foster clarity and are empowered to act responsibly. Be a team; we are united to drive collective impact to achieve our goals. Position: 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 PowerPoint · 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 projects simultaneously as required · Ability to work well independently and within a team environment The expected annual base salary range for this role is $51,000 - $64,000, which is determined based on skills, knowledge and experience and geographic location. In addition to base salary, this role is eligible for annual short-term incentive, health and well-being benefits, retirement and savings plan, paid time off and career development. Benefits: COMPETITIVE COMPENSATION & RECOGNITION: competitive base salary, performance-weighted bonus, education/career support, option to join Employee Share Purchase Plan with employer matching component. EMPLOYEE BENEFITS & INSURANCE: competitive health and dental coverage, flexible plan for you and your family and short-term & long-term disability plans. RETIREMENT SAVINGS PROGRAMS: voluntary Group RRSP enrolment with employer matching component. WORK LIFE BALANCE: paid volunteer days, competitive time off including 10 wellness days off, WorkPerks discount program, hybrid & flex work arrangements. INCLUSIVE CULTURE AND DIVERSITY: living our core values: Be a Team, Be Accountable, Be Better, engaging with community through Business Resource Groups (BRG communities are volunteer employee-led groups formed around a common interest, identity, or background). IGM 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. Mackenzie Investments is an accessible employer committed to providing barrier-free recruitment experience. If you require 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. How to Apply: Interested candidates are invited to submit their resume and a cover letter detailing their qualifications and experience to https://www.mackenzieinvestments.com/en/careers. Artificial Intelligence in Recruitment: As part of our Talent Acquisition process, we may use artificial intelligence and automated tools to support activities such as candidate sourcing, application review, and interview scheduling. These tools support the recruitment process; all hiring decisions are made by people. We thank all applicants for their interest in Mackenzie Investments; however, only those candidates selected for an interview will be contacted. Please apply by September 25 2026. #LI-JS2 #LI-Hybrid

What you’ll do

The Senior Administrative Assistant provides administrative support to the Retail Distribution Ontario team, including scheduling meetings, managing travel, and processing expenses. They are also responsible for maintaining office supplies, preparing reports, and performing general accounting duties.

Requirements

Candidates must have at least 3 years of experience as an Administrative Assistant and possess intermediate proficiency in MS Office and Salesforce. Strong organizational, communication, and interpersonal skills are essential for success in this fast-paced environment.

Benefits

• Performance-weighted bonus • Education and career support • Employee Share Purchase Plan • Health and dental coverage • Short-term and long-term disability plans • Group RRSP • Paid volunteer days • Wellness days off • WorkPerks discount program • Hybrid work arrangements

Listed skills

• Time management · Preferred
• Administrative Support · Preferred
• interpersonal skills · Preferred
• Data analysis · Preferred
• Multi-Tasking · Preferred
• Microsoft Office · Preferred
• Prioritization · Preferred
• Communication Skills · Preferred
• Accounting · Preferred
• Salesforce · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Administrative support
• Salesforce
• Microsoft Office
• Data analysis
• Report drafting
• Travel coordination
• Expense reporting
• Communication skills
• Interpersonal skills
• Organizational skills
• Prioritization
• Multi-tasking
• Time management
• Confidentiality
• Internal controls
• Accounting
• Report Writing
• Office Supply Management
• Document Management
• Administrative Support
• Continuous Development
• Internal Controls Testing And Monitoring
• Expense Reports
• Ability To Meet Deadlines
• Time Off Management
• Talent Sourcing
• Administrative Functions
• Planning
• Sales Enablement
• Microsoft Word
• Microsoft Excel
• Artificial Intelligence
• Data Analysis
• Asset Management
• Investments
• Spreadsheets
• Housekeeping
• Communication
• Financial Planning
• Generally Accepted Accounting Principles
• Interpersonal Communications
• Intranet
• Microsoft Outlook
• Multitasking
• Microsoft PowerPoint
• Presentations
• Wealth Management
• Travel Arrangements
• Wholesaling
• Scheduling

Job areas

• Administrative
• Finance & Accounting
• Management & Leadership
• Administrative Assistant
• Office / Administrative Assistant (General)
• Administrative and Executive Secretaries
• Secretaries and Administrative Assistants, Except Legal, Medical, and Executive