Financial Transaction Processing Specialist II

17 hours ago

Calgary, Alberta, Canada ATB Financial Full time
About ATB Financial

At ATB Financial, we strive to create a positive impact on our clients' lives and communities. Our commitment is guided by three core values: Impact in Action, Thrive Together, and Ready for Tomorrow.

We're recognized as one of Canada's top employers due to our high-performance culture and flexible work environment.

The Analyst II Role

The Analyst II, reporting to the Manager of Operations, plays a vital role in providing essential transaction processing support to partners in ATB Wealth. Key responsibilities include trading support, fee management, account transfers, money movement, and account reconciliation.

This position requires independent time management, monitoring multiple queues, and adhering to Service Level Agreements (SLAs) and regulatory controls. The successful candidate must be proactive in identifying potential issues and assist with reallocation of resources to ensure timely completion of work.

The Analyst II may serve as the primary point of contact for rush requests or escalations, requiring reorganization of resources.

Accountabilities
  • Efficiently process diverse requests from various channels, adapting quickly to changing priorities and handling varied workloads.
  • Accurately interpret and investigate requests, assess risk, resolve or reject incoming requests, and communicate results clearly and professionally.
  • Collaborate with ATB colleagues to provide timely solutions and support, sharing knowledge and providing on-the-spot coaching to Wealth partners.
  • Exceed client expectations by delivering accurate and efficient processing solutions, connecting the processing picture to the client's story.
  • Troubleshoot basic technical issues and escalate complex problems to ensure timely resolution.
  • Adhere to departmental guidelines, SLAs, and compliance requirements, ensuring quality assurance in all processing activities.
  • Contribute to process documentation and job aids to support team efficiency and knowledge sharing.
Requirements
  • Post-secondary education in a related field (e.g., finance, business administration) is an asset.
  • Experience in the securities or financial services industry is strongly preferred, with specific knowledge of securities processing and related timeframes.
  • Familiarity with investment industry policies and regulations is essential.
  • Proficiency in G-Suite programs and ability to quickly learn new software applications.
  • Strong technical aptitude with the ability to troubleshoot basic technical issues.
  • Adaptability to thrive in a dynamic environment with changing priorities and technologies.
  • A collaborative team player with a strong work ethic and commitment to shared goals.
  • Excellent critical thinking and problem-solving skills.
  • Ability to work independently and as part of a cross-functional team.
  • Strong organizational skills with meticulous attention to detail.
  • Ability to provide and receive constructive feedback effectively.
  • Commitment to continuous learning and professional development.
Salary Information

The estimated annual salary for this position is $65,000 - $85,000, depending on experience and qualifications.

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