Join ATB as a Settlements Specialist II in Processing Operations, where you will utilize your wealth management knowledge and communication skills in a hybrid work workplace. Engage in complex processing and relationship management to empower client-focused solutions.
This temporary, 12-month role offers a chance to impact ATB Wealth Operations, enhancing money movement processes. You will collaborate with analysts and advisors while managing exceptions and escalations. The ideal candidate blends expertise in investment products with the ability to innovate and improve processes based on business growth needs.
Key Responsibilities:
• Manage escalated client inquiries effectively
• Identify and implement process improvements in operations




• Provide expertise in investment account types and regulations
• Communicate recommendations clearly to stakeholders
• Foster relationships with internal ATB teams
Requirements:
• 2-5 years in securities or banking industry
• Strong interpersonal communication skills
• Experience with project management preferred
• Proficient in Excel and Google Suite
• Knowledge of SAP or Salesforce is an asset
Leverage your expertise in finance and process improvement to drive impactful change at ATB Wealth Operations.
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📌 Settlements Specialist II ATB Wealth (Calgary)
🏢 ATB Financial
📍 Calgary