Settlements Analyst II
ATB Financial
Date: 5 hours ago
City: Calgary, AB
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
As ATB’s next Settlements Analyst II you drive execution of a high volume of requests. The successful candidate will be responsible for the accurate and efficient processing of money movement requests, ensuring compliance with regulatory requirements and operational best practices. This role requires a detail-oriented individual with a strong understanding of financial operations and the ability to quickly learn and apply new procedures.
Please Note: This is a 12-month term role with the possibility of becoming a permanent position.
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
As ATB’s next Settlements Analyst II you drive execution of a high volume of requests. The successful candidate will be responsible for the accurate and efficient processing of money movement requests, ensuring compliance with regulatory requirements and operational best practices. This role requires a detail-oriented individual with a strong understanding of financial operations and the ability to quickly learn and apply new procedures.
Please Note: This is a 12-month term role with the possibility of becoming a permanent position.
Accountabilities
- Accurately review and process requests that come through various queues, demonstrate ability to be agile and process a variety of requests that come through various platforms.
- 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 judgement and apply critical thinking skills to make decisions within recognized limits.
- Accurately interpret and investigate requests from multiple sources, multiple channels and systems, assess risk to ATB and resolve or reject the incoming requests, effectively communicating the result to the requestor in a professional manner.
- In-depth knowledge of applicable legislation, policy and guidelines related to requests.
- Post secondary education or diploma is an asset.
- Experience within the Securities Industry or IIROC licensed firm is an asset.
- Strong technical proficiencies, including G-Suite programs, and the ability to quickly learn various other technical programs related to the Investment Industry.
- Client obsessed, a champion of belonging, and driven to perform. Previous client service experience is an asset.
- Excellent interpersonal skills and demonstrated ability to work with a team.
- Excellent verbal and written communication skills and a demonstrated ability to communicate by email, video conferencing, and in person.
- Excellent time management skills, able to prioritize requests and working within limited time frames.
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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