Specialist I, Wealth Operations Support

4 weeks ago

Calgary Alberta, Calgary region, Canada ATB Financial Full time
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.

Department: Wealth Operations

Location: Calgary and area

Hybrid: You'll work both remote and onsite, where time onsite is based on your job accountabilities and performance objectives (20% in office)

Apply by: May 28, 2024

Paygrade: I-OTH

System Title: Fulfillment & Servicing, Investment Operations 4

# Positions available: 1

Leader: Stephen Cross

As ATB's next Specialist I, Wealth Operations Support, you are integral to the successful partnership with our Financial Advisor teams in order to provide the best-in-class service to our clients. You will provide support to our Financial Advisors and Advisory Services team by responding to operational and administrative inquiries, and aid in the creation of process job aids and resources. You will not only be curious and hungry for knowledge, but will demonstrate the ability to be a part of problem resolution both independently and within teams in order to build strong relationships with our partners.

You Will Find Success Based On Your Ability To

  • Connect and cultivate productive working relationships with Financial Advisor Associates, Portfolio Associates, Financial Advisors, Senior Financial Advisors, and Investment Counselors in addition to internal ATB partners
  • Successfully provide clear communication and solutions to client inquiries while demonstrating effective management of risk with guidance or direction
  • Develop, prepare and/or maintain documentation pertaining to business processes within Wealth Operations
  • Demonstrate empathy and strong listening skills, and the ability to clearly articulate the client story with any issue that may arise
  • Look at problems through several lenses, help identify gaps and themes in the support and learning models, and be involved in the solution by creating supporting documentation including job aids for various audiences; ability to lead or assist in training sessions is an asset
  • Have a critical thinking mindset when collaborating with internal and external teams to come up with support solutions for customers
  • Support business applications

Requirements

As the ideal candidate you possess:

  • Strong understanding of the investment industry including operational processes with some understanding of compliance and risk management
  • Ability to work under high pressure situations and meet/exceed product/service standards and quality standards
  • A customer obsessed mindset
  • Canadian Securities Course a strong asset
  • 2+ years experience in securities or finance industry
  • Post secondary education in business or equivalent experience in a related field
  • Experience with, or knowledge of, Financial Advisor practices would be a strong asset
  • Strong documentation skills and knowledge of Google Suite products a strong asset

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

ATB is excited to know you're interested in a career with us Follow us on LinkedIn, Facebook and Instagram to get the inside scoop on what our team is up to.

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