Wealth Operations Student

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

ATB 101 is a student work experience and engagement program! Our ATB 101 students play an integral role in the success of our business. As an ATB 101 student you will have a unique opportunity to contribute to ATB through challenging, meaningful and diverse opportunities and make a positive impact for our clients and each other. Oh and we promise you’ll have a lot of fun doing it!

ATB is more than just a bank and ATB 101 is more than just a student job.

Do you want to have an opportunity to work with customers, businesses and industries that drive Alberta’s economy? Do you have a desire to understand the very core of our business and be part of the evolution of serving our customers? If so, ATB might be right for you.

As ATB’s next Operations Analyst Student, you will join a team responsible for several critical functions in Wealth Operations including transferring client assets both internally within Wealth and ATBF and externally to other financial institutions, client trading and settlement of various financial products, and money movement both internally within accounts and to external Financial Institutions. Our ATB Wealth Operations team works behind the scenes to support our financial advisors in all client segments. You will join a highly collaborative and inclusive team that works in a hybrid environment.

Accountabilities

This role will be pivotal in advancing the following strategic work:

• Executing on the stand up of an independent money movement team
• Identifying and resolving gaps in operations processes
• Building of controls, reporting and documentation
• Exploring the use of data in remediation, decision making, and in forecasting volumes and impact of these volumes in future years
• Refining forms used in the various processes

Skills, experience & requirements

• Currently enrolled in a post-secondary institution
• Ability to work independently, as well as collaboratively with ATB Wealth colleagues
• Demonstrate a critical thinking and analytical mindset
• Identify and analyze problems, gaps, and themes in various operations departments; effectively partner with various areas of the business when identifying, evaluating and implementing possible solutions
• Excellent communication skills, both verbal, written, and through video conferencing
• Actively engage colleagues and leaders with updates on progress
• You are client obsessed, a champion of belonging and driven to perform
• Curiosity; you are compelled to make things better
• Strong computer and technical skills with experience in Excel, Google Sheets and the Google suite of products
• Knowledge of the Canadian investment industry is an asset

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
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.