Business Coordinator

3 months ago

Edmonton, Canada ATB Financial Full time

At ATB, we exist to make it possible for our clients, team members and communities. Our purpose is more than aspirational. It's a real commitment we live every day through our values (what we call the ATB ID).

Life at ATB is about more than work. In fact, we’re consistently recognized as one of Canada's top employers thanks to our high-care, high-performance culture, upheld by the three commitments we make to our team members:
Impact in action: No matter where you are in the organization, you're empowered to make an impact in the lives of our clients and communities.

Thrive together: We want you—the unique, authentic you—to feel safe and celebrated at work. We're on a continuous journey to build the most flexible and inclusive programs.

Ready for tomorrow: We want to enable your success through interesting and challenging work, performance enablement, and learning and development.
- About the roleHybrid work schedule: This role will require one on-site meeting a month in ATBs downtown Edmonton office (ATB Place) at minimum. Additionally, there will be sporadic visits to branch locations in the area to support smaller team meetings in the region.

ATB Wealth’s next Business Coordinator, will play a key role in the strategic enablement of both the leadership team and for the strategic project deliverables of Associate Vice President. This will be achieved through playing a critical role in new Advisor onboarding and strategic project support including regional agenda creation, coordination and follow up in addition to defined project assistance. In addition, this role will provide administrative support to market leaders, associate leaders and the broader advisory team overall. This will include: assisting with the coordination of the daily administrative and operational needs including: calendar coordination and management, manage expenses, ordering required equipment and supplies and escalating technology issues. The business coordinator will also share innovative best practices and business updates in an effort to create a seamless internal client experience and participate in event planning tasks and day-of activities.
- Accountabilities- Coordinating meetings and events, including booking meeting rooms, venues, arranging catering etc.
- Coordinate and compile activities for meetings that involve the region, including review of materials and preparation of packages and communications, following up on outstanding items and ensuring their completion.
- Will participate as a member of the regional leadership team in strategic project coordination and deliverables as assigned.
- Makes recommendations for solutions and opportunities based on having solid knowledge of business rules, processes and policies.
- Coordination with internal and external partner meetings and logistics.
- Escalate concerns where required including contacting other Business Coordinators to obtain necessary information or documents
- Providing support to the team and its leaders in scheduling meetings, calendar management and other related duties.
- Providing administrative support, including coordination of internal and external meetings, travel, validation of monthly MasterCard expense claims for business unit members to ensure that they are accurate and other team member requests as required
- Onboarding of new team members, which may include ordering equipment, access, Telecomm, home office set up and other requirements
- Skills, experience & requirements- A high School diploma
- 1 to 3 years of administrative support experience either through introductory academic qualifications (degree/diploma in Office Administration or Office Professional Certificate) and/or work experience with directly transferable skills
- Previous experience within the wealth management industry
- Excellent communication and interpersonal
- Exceptional service orientation and the ability to provide professional, accurate, and timely support to team members and internal clients
- Solid computer skills, experience with Google Suites and Adobe Professional
- The ability to maintain strict confidentiality at all times
- A professional, friendly, positive attitude
- Strong organizational skills and a high level of attention to detail; and the ability to prioritize and manage multiple tasks
- The ability to work independently as well as in a team environment, fostering respect and cooperation

Don’t meet all the requirements on the list?

We’re dedicated to building a workforce reflective of those within our communities, and a culture where our team members are equipped with what they need to succeed—their way. Part of creating an inclusive workplace is recognizing our role in advancing Truth and Reconciliation. We are committed to meeting and exceeding the standards set out in the Progressive Aboriginal Relations program created by the Canadian Council for Aboriginal Business.

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