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Cwb, Trust Services, Operational Analyst

3 months ago

Vancouver, British Columbia, Canada CWB Financial Group Full time
At

CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Operational Analyst

  • Internal business title will be: "Business Analyst"_
Role Specifications

  • Onsite
  • Vancouver._

CWB Trust Services - A service you can trust


At
CWB Trust Services, we strive to build value for the people who choose us every day: our people, our clients and our investors.

We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new insights, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion.

Our culture is who we are and how we show up - as individuals and as a team, to accomplish our strategy.

Since 1987, we have been providing trustee, custodial and administrative solutions for financial advisors, corporations and individuals. We are proud to be part of
CWB Financial Group, which offers trust, banking and wealth management solutions.


CWB Trust Services is a growth company; we continue to gain business due to our service and expertise in the industry.

The opportunity

Day-to-day activities

Business Support and Stakeholder Relationships

  • Build and maintain strong relationship with end users and internal stakeholders, delivering on promises and adding value.
  • Establish effective twoway communication mechanisms to get feedback, input on and validation of documents.
  • Ensuring line of business procedures/processes are updated to meet the requirements of
    CWB Trust Services Standards.
  • Act as the liaison between business and technology staff, providing the business perspective in the analysis and design of solutions.
  • Coordinate system analysis and enhancements and issue resolutions throughout the year.
  • Demonstrate an expert level of understanding and working knowledge of programs, policies, and processes.
  • Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel.
  • Promote cooperation and commitment within the
    CWB Group towards the attainment of common goals enabling productive group interactions.
  • Ability to be agile and flexible to pick up new skills and knowledge while being collaborative to work with SMEs (Subject matter experts) and stakeholders achieving organizational objectives.
  • Creative conflict resolution skills, with the ability to diffuse challenging situations and find common ground.
Process Improvement

  • Ensuring line of business procedures/processes are updated to meet the requirements of
    CWB Trust Services Standards.
  • Ensuring new business processes, operational changes, and new initiatives within
    CWB Trust Services have been appropriately assessed and documented with in the area manuals.
  • Maintain a strong line of communication with Operations' stakeholders to understand processes requirements by obtaining feedback, identifying common challenges or process gaps, and exploring potential solutions.
  • Remarkable problem solving and investigative skills to identify root cause and perform indepth analysis to turn incomplete or ambiguous inputs into action plans.
Project & Change Management

  • As directed by Manager and Senior Manager of OBA to provide support to ensure client and user impacts are validated and tracked with project owners throughout the project cycle.
  • Assist with training and development, manual development and communications when required.
  • Deliver projects and deliver results in a fast paced and deadline driven environment.
  • Outstanding organizational, interpersonal and communications skills with a strong aptitude for managing multiple work streams simultaneously.
Core knowledge & demonstrated experiences

Education

  • Some postsecondary education is required.
  • A degree in Business, Information Services, Science, or a related field is preferred.
Professional Experience

  • Minimum of 4 years of experience in a financial institution, financial technology company or a financial services firm with exposure to any one of the following areas: process improvement, data analysis, system administration, or compliance. Some of the highly desired experience includes (but not limited to): system migration, solution design to process improvement, deploying new functionalities with a banking product, creating business requirements for data extraction, or mapping new processes with a core banking system.
  • Strong knowledge in productivity tools including Office, Microsoft 365 and Adobe prod