Analyst Iii, Operations Processing, Generalist

Our bottom line is different.

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.

Job Number: REQ6592

Location: Calgary, AB

Apply by: March 1, 2022

Paygrade: H-OTH

System Title: Fulfillment Operations 2

# Positions available: 1

Leader Name: Kelly Wong

Reporting to an Operations Processing Manager, the Wealth Operations Processing Analyst III will be part of the team that oversees trade settlements, fee management, and registered account administration.

The Analyst III must effectively manage time in an independent fashion, monitor and action multiple queues while keeping in mind the various Service Level Agreements and adhering to regulatory controls. This role requires daily queue oversight to ensure Service Level Agreements are achieved. It must foresee when there will be issues with this and proactively assist with the reallocation of resources to ensure work is completed according to the stated time commitments. This role may be required to be the point of contact for all rush requests or those requiring escalation.

Requirements

You will find success based on your ability to:

• Effectively communicate by taking calls, answering emails and chat messages from both internal and external partners.
• Effectively provide training when processes change and/or new ones are added and/or new team members join the team.
• Understand the scope of impact and when to escalate, if required, including documentation of identified risks to management.
• Apply knowledge of applicable legislation, internal policy and guidelines related to requests to guide actions.
• Provide support and direction to the team for complex transactions such as , but not limited to - unlocking from locked in plans, non- resident client transactions and client fee calculations.
• Collaborate with CRA, our trustee and other service providers comfortablely.
• Prepare and review internal processing job aids and participate in process guide management and projects.
• Understand and relate the processing picture to the client story and provide client obsessed solutions in handling escalations.
• Leverage your knowledge of the wealth management industry to identify processing and services that can be improved and come up with change recommendations.

As The Ideal Candidate You Possess

• You are client obsessed, a champion of belonging, and driven to perform.
• Appreciate working with legal documentation such as, Pension documents, corporate ownership documents, fee addendum, letters of indemnity, letters of authorization/direction, estate documentation, share certificates, power of attorney documentation, etc.
• Post secondary education or diploma would be an asset.
• Strong technical proficiencies, including G-Suite programs, Dataphile, Salesforce and the ability to quickly learn various other technical programs related to the Investment Industry
• 3-5 years experience within the Securities Industry or IIROC licensed firm
• Thrive working in a fast paced environment managing important deadlines and high volumes during peak times.
• Excellent interpersonal skills, as well as excellent verbal and written communication skills.

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are a match for this position, please consider applying.

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.

ATB Financial team members are required to disclose their COVID vaccination status and provide proof of vaccination or complete COVID rapid testing as a condition of employment to help support client and team member safety. We thank all candidates in advance for their understanding.

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