Settlements Analyst II

ATB • Calgary, AB

3d

About The Position

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, Thrive together, and Ready for tomorrow.
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 6-month term role with the possibility of an extension.

Requirements

• 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.
• 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.

Nice To Haves

• Post secondary education or diploma is an asset
• Experience within the Securities Industry or IIROC licensed firm is an asset
• Previous client service experience is an asset.

Responsibilities

• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed