Analyst II, Processing Operations - 6 Month Term

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There’s something special about working at ATB, and it’s been recognized on every top employer list that matters. Maybe it’s our exceptional culture where your total wellness is supported through market-leading benefits and you’re free to bring your whole self to work. Maybe it’s our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren’t our clients.

Whatever it is, you won’t find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Department: Wealth Operations
Job Number: REQ7511
Location: Calgary, Alberta
Hybrid: You’ll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives
Apply by: April 29, 2024
Paygrade: G-OTH
System Title: Fulfillment Operations 2
# Positions available: 1
Leader Name: Kelly Wong

* This is 6 month term opportunity

Reporting to the Manager, Operations Processing, the Analyst II, provides primary support to partners in ATB Wealth in transaction processing. Responsibilities may include processing tasks ranging from account maintenance, transfers, registered account processing, money movement, and reconciliation tasks. The Analyst II must effectively manage time in an independent fashion, monitor and action multiple queues while keeping in mind various Service Level Agreements and adhering to regulatory controls. This role requires daily queue oversight to ensure service level agreements are met, and must foresee potential issues, and proactively assist with the reallocation of resources as needed to ensure work is completed according to the time commitments. This role may be required to be a point of contact for all rush requests, and those requiring escalation.

Analyst II Accountabilities:

• Demonstrate ability to be agile and accurately review, and process, a variety of requests that come through various platforms and channels.
• Working in a fast paced environment, managing cyclical requests, both professionally and accurately
• Collaborate with ATB Wealth partners across various platforms to ensure that clear, detailed, effective communication and results are provided related to a request.
• Ability to understand and relate the processing picture to the client story in order to exceed client expectations in processing
• Apply critical thinking skills to make decisions within recognized limits
• Work independently and references regulations, laws and ATB Securities Inc. policies to help guide actions.
• Comfortable in utilizing technology to help manage and efficiently deliver client solutions.
• Responsible for identifying processes that can be improved and implemented to achieve operational excellence.
• Excellent time management skills, able to prioritize requests and working within limited time frames
• Excellent communication, both verbal, written and through video conferencing and listening skills with both internal and external partners

Requirements

• Post secondary education or diploma preferred
• Experience within the Securities Industry or IIROC licensed firm
• Comfortable with the language and time frames associated with securities processing
• Strong knowledge of investment industry policies
• Previous client service experience is beneficial
• Excellent verbal and written communication skills
• Highly professional team player
• Strong technical proficiencies, including using G-Suite programs and ability to quickly learn various other programs related to the Investment Industry

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying! 

Interested? If you know one of our team members, BEFORE applying, reach out to them and ask them for a referral link to help your application stand out.

Online applications are preferred. Please let us know if you require any accommodations.

#LI-Hybrid

Benefits

Be great. Be you. Believe.

We are dedicated to building a workforce reflective of the diversity within our communities and creating an environment where every team member has what they need to reach their potential. We encourage candidates from all equity-seeking groups to apply.

What happens next?

Thank you for applying online. If you are shortlisted for this opportunity, you will hear from us after the posting close date regarding next steps. We might ask you to participate in a digital interview or phone interview. If you require any accommodations, please let us know.

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