Processing Operation Analyst II

ATB Financial; Calgary; On-site; CAD 80,000 - 100,000; Full time

Job summary

Join a forward-thinking company dedicated to making a real impact in the lives of clients and communities. As an Analyst II, you'll provide essential transaction processing support within a dynamic environment, where your skills in critical thinking and problem-solving will shine. This role offers the chance to work collaboratively with a committed team while enhancing client solutions through effective technology use. With a focus on continuous learning and professional development, you'll thrive in a culture that celebrates diversity and inclusion. If you're ready to make a difference and grow your career, this opportunity is perfect for you.

Qualifications

• Experience in the securities or financial services industry is preferred.
• Strong technical aptitude with troubleshooting skills.

Responsibilities

• Process a diverse range of requests efficiently and accurately.
• Collaborate with colleagues to provide timely solutions and support.

Skills

Critical Thinking

Problem-Solving

Technical Aptitude

Collaboration

Adaptability

Attention to Detail

Education

Post-secondary education in finance or business administration

Tools

G-Suite (Gmail, Docs, Sheets)

Job description

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

The Analyst II, reporting to the Manager of Operations, provides essential transaction processing support to partners in ATB Wealth. Responsibilities encompass a range of tasks, including trading support, fee management, account transfers and maintenance, money movement, and account reconciliation. The Analyst II must excel at independent time management, monitoring and actioning multiple queues, and adhering to Service Level Agreements and regulatory controls. This role requires daily queue oversight to ensure Service Level Agreements are met. The Analyst II must proactively identify potential issues and assist with reallocating resources to ensure timely completion of work. Additionally, the Analyst II may serve as the point of contact for rush requests or escalations, which could necessitate reorganizing resources.

Accountabilities

• Efficiently and accurately process a diverse range of requests received through various channels, adapting quickly to changing priorities and demonstrating agility in handling varied workloads.
• 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 clearly and professionally.
• Collaborate effectively with ATB colleagues to provide timely solutions and support. Proactively share knowledge and provide on-the-spot coaching to Wealth partners regarding their submission requests.
• Possess a strong ability to understand and connect the processing picture to the client's story. Strive to exceed client expectations by delivering accurate and efficient processing solutions.
• Troubleshoot basic technical issues and escalate complex problems appropriately to ensure timely resolution.
• Adhere to departmental guidelines, SLAs, and compliance requirements, ensuring quality assurance in all processing activities.
• Contribute to the development and maintenance of process documentation and job aids to support team efficiency and knowledge sharing.
• Leverage technology effectively to optimize processing efficiency and enhance client solutions. Proactively identify and contribute to process improvements within the department.

Skills, experience & requirements

• Post-secondary education in a related field (e.g., finance, business administration) is an asset.
• Experience in the securities or financial services industry is strongly preferred, with specific knowledge of securities processing and related timeframes.
• Familiarity with investment industry policies and regulations is essential.
• Proficiency in G-Suite programs (Gmail, Docs, Sheets, etc.) and a demonstrated ability to quickly learn new software applications.
• Strong technical aptitude with the ability to troubleshoot basic technical issues.
• Adaptability to thrive in a dynamic environment with changing priorities and technologies.
• A collaborative team player with a strong work ethic and a commitment to shared goals.
• Excellent critical thinking and problem-solving skills to analyze situations, identify solutions, and make sound decisions.
• Ability to work independently and as part of a cross-functional team.
• Strong organizational skills with meticulous attention to detail.
• Ability to provide and receive constructive feedback effectively.
• Commitment to continuous learning and professional development.

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.

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 [e-mail].

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.