Join ATB as a Specialist II in Processing Operations, focusing on Trading and Internal Transfers. Collaborate cross-functionally to deliver productive, client-centric solutions while enhancing operational processes. In this key role at ATB Wealth Operations, you will support strategic initiatives and optimize daily functions. You'll work closely with internal and external stakeholders to elevate service experiences and ensure compliance. As a subject matter expert, your insights will drive process efficiencies while adapting to industry standards and regulatory changes.
Key Responsibilities
• Build Robotics Process Automation (RPA) solutions to enhance efficiency
• Evaluate workflows and implement system improvements
• Ensure compliance with regulatory updates across teams
• Maintain expertise in key wealth management platforms
• Coach junior team members on compliance regulations
Requirements:
• 3-5 years in financial services or securities
• Proficient in Dataphile, Fundserv, and Salesforce
• Strong analytical and communication skills
• Curiosity for continuous improvement
• Ability to manage high-pressure situations Your expertise in operational efficiencies and technical solutions will be crucial in optimizing processes at ATB.
📌 Processing Operations Specialist II at ATB (Calgary)
🏢 ATB Financial
📍 Calgary
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