Join ATB as a Settlements Specialist II in Processing Operations, focusing on money movement systems and relationship management. This hybrid role empowers you to implement client-focused solutions and drive efficiency.
As a Settlements Specialist II, you will work on escalated inquiries, process design, and support high-volume transactions within the wealth management sector. A strong understanding of investment products and relevant industry regulations is essential to excel in this position.
Key Responsibilities:
• Support high-volume transactional processing in wealth management
• Develop and implement effective process improvements
• Document procedures and lead change management initiatives
• Communicate solutions for complex client inquiries
• Cultivate relationships with ATB Wealth partners
Requirements:
• 2-5 years in the securities/banking industry
• Solid written and verbal communication skills
• Ability to handle high-pressure situations independently
• Client-focused mindset and problem-solving skills
• Familiarity with industry systems like SAP and Salesforce
Leverage your experience and curiosity to enhance ATB’s settlement processes.
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📌 Settlements Specialist II at ATB (Calgary)
🏢 ATB Financial
📍 Calgary