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Analyst Ii, Processing Operations

6 months ago

Calgary, 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**: ATB Wealth

**Job Number**: REQ6457

**Location**:Calgary, AB

**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**:

- 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
- 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

**Benefits**

**Be great. Be you. Believe.**

**What happens next?**

**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.