Job Description

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Our bottom line is different.

There's something special about working at ATB, and it's been recognized on every that matters. Maybe it's our exceptional culture where your 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 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

Job Number: REQ4886

Location: Remote within Alberta

Apply by: October 16, 2022

Paygrade: F - OTH

# Positions available: 2

Leader Name: Manager, Processing Operations

As ATB's next Analyst I,Operations Processing, you will report to the Operations Processing Manager. This Analyst I role provides primary support to partners in ATB Wealth in processing transactions on Registered Plans through the busy season (December to early March), with training during the month of November.

An Analyst I effectively manages their time in an independent fashion, monitors and actions multiple queues while working with challenging deadlines, and adhering to shifting regulatory controls.

To be successful in this role, you will accurately process transactions in a fast paced environment. You will proactively recognize potential issues and and assist with solutions as needed to ensure work is completed for clients, understanding time commitments.

Analyst I Accountabilities:

• Accurately review and process requests that come through various queues, such as RSP and TFSA contributions; demonstrate ability to be agile and process a variety of requests that come through various platforms
• Ability to review and process in a variety of areas in relation to registered plan requests.
• Working in a fast paced environment, managing requests both professionally and accurately
• Able to work independently, collaborate with ATB Wealth colleagues and use resources to problem solve
• Ability to understand and relate the processing picture to the client story and exceed client expectations in processing
• Uses good judgment and apply critical thinking skills to make decisions within recognized limits
• Comfortable in utilizing technology to help manage and efficiently deliver client solutions and proactive in discovering efficiencies for the department
• Excellent time management skills, able to prioritize requests and working within limited time frames
• Excellent communication, both verbal, written and through video conferencing with internal partners

Requirements:

• Post secondary education or diploma preferred
• Experience within the Securities Industry or IIROC licensed firm preferred
• 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!

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 ?

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 or phone interview. If you require any accommodations, please let us know.

Stay in touch!

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