Student Wealth Specialist

5 days ago


Calgary, Alberta, Canada ATB Financial Full time

**About Us**

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ATB Financial is a leading financial institution dedicated to serving the needs of our clients, team members, and communities.

Our purpose is rooted in our values, which guide every decision we make and action we take.

We strive to create an environment where our team members feel empowered to make a meaningful impact, fostering a culture of inclusivity, flexibility, and growth.


**Job Summary**

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We are seeking a highly motivated and organized individual to join our Wealth Management team as a student intern.

As a key member of our team, you will provide administrative support to our Financial Advisors, assisting with tasks such as closing zero balance accounts, householding clients, and preparing reports.

You will also have the opportunity to develop and execute marketing initiatives, including creating Engage emails and assisting with slide decks for client presentations.

This role offers a unique chance to gain exposure to the inner workings of a wealth management firm and develop a deeper understanding of the different roles, skills, and knowledge required to provide exceptional service to our clients.


**Responsibilities**

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Provide administrative support to our Financial Advisors, including:

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  • Closing zero balance accounts
  • Housing clients properly
  • Maintaining leads in SalesForce
  • Preparing reports
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Develop and execute marketing initiatives, including:

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  • Creating Engage emails
  • Assisting with slide decks for client presentations
  • Creating Engage invitations to target demographics
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Assist with project work, including running a project from start to finish during your summer tenure.

Establish connections and touchpoints with fellow ATB 101 students to work on group projects.


**Requirements**

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To be successful in this role, you will possess:

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  • Strong organizational and detail-oriented skills
  • Excellent communication skills
  • High proficiency with computer applications, especially Google
  • Analytical skills, with the ability to navigate and work in spreadsheets, data mining, and other tools
  • Proven customer service experience
  • A basic knowledge of the investment management industry
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A keen interest in learning and developing new skills, a willingness to take initiative, and a commitment to delivering exceptional results will serve you well in this role.



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