Generalist Analyst II - (6 Month Term)
ATB Financial
Date: 7 hours ago
City: Calgary, Alberta
Contract type: 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 ).
About
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 Role
Reporting to a 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.
Please note this is a temporary 6 month opportunity.
Accountabilities
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
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 Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.
About
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 Role
Reporting to a 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.
Please note this is a temporary 6 month opportunity.
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
- Apply critical thinking skills to make decisions within recognized limits
- 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
- Post secondary education or diploma preferred
- Experience within the Securities Industry or CIRO 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
A resume only goes so far in expressing who you are and the unique perspectives you bring. If you believe your skills and experience align with the role—but you might not check all the boxes—we want to hear from you. We encourage candidates from all work backgrounds, equity-seeking communities and experience levels to apply. If you’re seeking a career where your drive, perspective and growth are celebrated, we want to hear from you.
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 Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business.
What happens next?
If you are shortlisted, you’ll hear from us after the posting closes. Check out our How We Hire page to learn more about our hiring process. If you need any accommodations throughout this process, please let us know at [email protected]
Stay in touch
We’re excited that you’re interested in a career with ATB. Follow us on LinkedIn , Facebook and Instagram to learn more about what our team is up to.
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