Specialist II, Processing Operations - Settlements

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.

Please note: This is a temporary 12 month term opportunity, with potential for extension.

This position has a hybrid work arrangement. On average, this means one day on-site per week. Please note that this is subject to change due to business priorities.

As ATB’s next Settlements Specialist II in Processing Operations you play a key role in escalation management, exceptions processing, and process design related to money movement on the ATB Wealth Operations team. You build strong relationships with leaders, analysts, and advisors to implement client obsessed solutions to complex problems. The successful candidate represents Operations as a subject matter expert; leveraging knowledge of investment products and accounts, money movement systems, policies, and procedures. This role collaborates with internal teams to adapt operational processes to changing industry requirements and client expectations.

• Possess working knowledge of the wealth management industry in order to support a team of analysts in high volume transactional processing. This includes, but is not limited to, knowledge of investment account types,  product types, and the rules/regulations governing them  
• Identify, develop, and implement effective and efficient process or system improvements with strong consideration for technology enhancements, in order to meet changing industry requirements, and support business growth
• Have the ability to assess and document current procedures, create robust impact assessments, and lead change management activities by collating information across systems, analyzing data, and translating findings. 
• Provide clear communication and solutions to advisors and partners regarding escalated and complex client inquiries, while demonstrating effective management of risk
• Cultivate strong working relationships with ATB Wealth and ATB Financial  partners including but not limited to Advisors, Associates, Operations analysts, and specialists 
• Recommends, influences, and makes decisions on solutions that impact the settlements team by articulating recommendations, plans, and action across varying mediums and writing well-structured communications.
• Make data-driven recommendations when faced with complex, unexpected, or difficult situations. Have the ability to objectively assess the situation, identify and weigh alternative options. Synthesize and translate information clearly and concisely. 
• Able to support direct leader and more senior leaders in Operations by consistently demonstrating the above mentioned skills and abilities while anticipating business needs and creating awareness of emerging tech trends to drive change in both the day to day and those tasks that support strategic business goals.

• Post secondary education preferred or an equivalent combination of education and experience and 2-5 years experience in the securities and/or banking industry
• Excellent interpersonal communication skills (written and verbal)
• The ability to work independently under high pressure situations to deliver results, while balancing competing priorities
• Curiosity; you are compelled to make things better
• Strong computer and technical skills with experience in Excel, Google Sheets and the Google Suite of products an asset
• You are client obsessed, a champion of belonging, and driven to perform
• Prior project and/or change management experience is an asset
• Working knowledge of deposit, payment, and clearing systems and processes is an asset
• Prior experience using SAP, Dataphile, and Salesforce is an asset

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. We are committed to meeting and exceeding the standards set out in the Partnership Accreditation in Indigenous Relations program created by the Canadian Council for Aboriginal Business. 

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 talentteam@atb.com

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.