Wealth Operations Processing Analyst III

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 role

As ATB's next Wealth Operations Processing Analyst III you will be part of the team that oversees account transfers, including cash and in kind transfers, internal and external transfers, ownership change transfers. The Analyst III must effectively manage time in an independent fashion, monitor and action multiple queues while keeping in mind the various Service Level Agreements and adhering to regulatory controls. This role requires daily queue oversight to ensure Service Level Agreements are achieved. It must foresee when there will be issues with this and proactively assist with the reallocation of resources to ensure work is completed according to the stated time commitments. This role may be required to be the point of contact for all rush requests or those requiring escalation.

Accountabilities

• Understands the range of applicable transaction activities at ATB (including by AOEs and strategic groups) and can handle requests from across the enterprise (e.g., front-line staff)
• Carries out all transactional & processing activities related to transactions
• Monitors processing of transactions
• Troubleshoots first-level technical issues, and escalates issues where appropriate
• Performs quality assurance and ensures adherence to departmental guidelines and established SLAs
• Support in development and maintenance of process job-aids

Skills, experience & requirements

• 3-5 years Account Transfers experience within the Securities Industry or CIRO licensed firm
• Post secondary education or diploma would be an asset
• Strong technical proficiencies, including G-Suite programs, Dataphile, Salesforce and the ability to quickly learn various other technical programs related to the Investment Industry
• You are client obsessed, a champion of belonging, and driven to perform
• Thrive working in a fast paced environment managing important deadlines and high volumes during peak times
• Appreciate working with legal documentation such as Pension documents, corporate ownership documents, fee addendum, letters of indemnity, letters of authorization/direction, estate documentation, share certificates, power of attorney documentation, etc
• Excellent interpersonal skills, as well as excellent verbal and written communication skills

Don’t meet all the requirements on the list?
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
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