Analyst Ii, Processing Operations

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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: ATB Wealth

Job Number: REQ6457

Location: Calgary, AB

Apply by: July 13, 2023

Paygrade: G-OTH

System Title: Fulfillment Operations 2

# Positions available: 1

Leader Name: Erin Chick

Work Arrangement: Hybrid: You'll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives.

• This is a 9-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.

Requirements

Analyst II Accountabilities:

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

Requirements

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

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.

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.

Stay in touch!

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