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Added 8 mins ago
K
Customer Service Administrator
Kelly
Victoria, BC
- $19 USD / hour
- Full-time
Appointment Scheduling: Ensure smooth clinic operations by managing and adjusting clinician schedules, booking appointments, and coordinating follow-ups.
Added 8 mins ago
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Senior Agile Coach - Operate (Future Opportunity)
Deloitte
Toronto, ON
- Full-time
…innovate, and embed continuous advantage at the heart of their operations. And we do it with the kind of drive and passion that comes from loving what you do - and who you do it…
Added 8 mins ago
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Events Strategy P&I - Digital Customer
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Toronto, ON
- Full-time
4-6 years of consulting, strategy, business operations, or related professional experience.
Added 8 mins ago
NM
Maintenance Coordinator
NSC Minerals Ltd
Vanscoy, SK
- Full-time
…Salt. With our head office in Saskatoon, Saskatchewan, and operations in Rocanville and Vanscoy, Saskatchewan, we are committed to delivering quality products and exceptional service to our…
Added 8 mins ago
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Gestionnaire, systèmes financiers***Manager, Financial Systems
IPEX Group
CA - IDS - Office
- Full-time
Added 8 mins ago
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Gestionnaire, systèmes financiers***Manager, Financial Systems
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CA - IDS - Office
- Full-time
Added 13 mins ago
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Administrative assistant
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Edmonton, AB
- From $37.5 CAD / hour
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Added 22 mins ago
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fast food restaurant manager
Harvey's
Richmond Hill, ON
- Full-time
Plan, organize, direct, control and evaluate daily operations
Added 22 mins ago
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Accounting & Administration Manager
Kelly
Putnam, ON
- $80,000 to $100,000 USD / year
- Full-time
…for supporting the day-to-day administrative and accounting operations of the business while providing management with clear reporting, KPIs and operational…
Added 22 mins ago
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Comptable senior
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- $100,000 USD / year
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Added 22 mins ago
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Sector Controller
Compass Group Canada
Mississauga, ON
- Full-time
Respond to financial queries from Operations and Management, providing timely, accurate, and well-supported information.
Added 22 mins ago
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Administrative Coordinator and Student Services
The Cut Fashion Design Academy
Canada
- Full-time
…Vancouver, British Columbia. This role supports day-to-day operations of the academy, including managing front desk activities, responding to inquiries, coordinating student admissions and…
Added 22 mins ago
TU
Manager, Operations and Stakeholder Engagement
The University of British Columbia
Vancouver, BC
- $7,158.42 to $10,292.25 CAD / month
- Full-time
The Manager, Operations and Stakeholder Engagement is responsible for managing broad operational, governance, project management, stakeholder engagement, and communications functions in…
Added 22 mins ago
GS
Senior Account Manager
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- $85,000 to $105,000 CAD / year
- Full-time
…security sites in the Lower Mainland. This is a client-facing operations role responsible for strengthening client relationships, overseeing contract performance, managing budgets and KPIs,…
Added 22 mins ago
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Senior Treasury Manager, Creative Media & Technology
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…most innovative organizations, helping them optimize cash flow operations and support their growth ambitions through tailored treasury management…
Added 22 mins ago
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Cost Accountant
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- $85,000 to $110,000 USD / year
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Our client, has a permanent opening for a Cost Accountant, who will play a key role in understanding and improving the financial performance of the manufacturing operation. The position…
Added 23 mins ago
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Resource Management Specialist
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3+ years of experience in scheduling, Resource Management, project management, or operations management.
Added 38 mins ago
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Added 38 mins ago
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Purchasing Analyst
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- $28 to $32 CAD / hour
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…driving continuous improvement across purchasing and supply chain…
Added 38 mins ago
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Intern, in Strategy and Governance, Bombardier Business Aircraft (Services & Support) (Winter 2027)
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- Volunteer
Cross-functional Collaboration: Work with different departments (e.g., finance, operations, marketing) to understand how strategy aligns across the organization.
Added 38 mins ago
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This role oversees commercial operations and project financial performance while building strong relationships with customers, contractors, suppliers, and internal teams.
Added 38 mins ago
UI
Payroll/Accounts Payable Coordinator
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Surrey, BC
- $60,000 to $70,000 CAD / year
…Coordinator will play a key role in managing the day-to-day payroll operations of the business while providing backup support for Accounts…
Added 38 mins ago
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Intermediate Accountant
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Surrey, BC
- $65,000 to $75,000 CAD / year
Reporting to and supporting the Controller, the Intermediate Accountant will play a key role in managing day-to-day accounting activities, maintaining accurate financial records, and…
Added 53 mins ago
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Grow Your Practice at Odlum Brown, Your Way
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Our advisors are supported by experienced teams in wealth planning, insurance, trust, tax, portfolio management, operations, compliance, and administration, allowing them to focus on…
Added 53 mins ago
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Personal Banking Associate Trainee
TD
St. Catharines, ON
- Full-time
Recommend improvements to work practices, branch operations and processes to enhance customer experience and achieve operational excellence

ATB Financial

Specialist II, Processing Operations

Calgary, AB, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Nov 7, 2026
Experience: 3–5 years of experience within the financial services/securities industry, with specific knowledge of wealth operations processes.
Posting language: English
Posted: Oct 8, 2026

Original job description

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).

About

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.

About The Role

As ATB’s next Specialist II, Processing Operations, you will play a key role in both strategic initiatives and daily operations related to Trading, Credit, and Internal Transfers within the ATB Wealth Operations team. You will foster a culture of cross-functional collaboration, building strong relationships with internal and external stakeholders to deliver client-obsessed solutions. Over this 12-month term, you will serve as a subject matter expert in exception processing, act as a citizen developer supporting our robotics solutions, optimize operational workflows, and advance strategic and regulatory initiatives to adapt to changing industry requirements. Reporting to the Manager of Operations, your work will directly mitigate operational risk, improve processing efficiency, and elevate the service experience for our advisory partners and clients.

Who are you?

Analytical. Curious. Collaborative. You are a forward-thinking problem solver with a passion for optimizing processes and leveraging technology to make things better. You thrive in bridging the gap between business operations and technical systems. With strong critical thinking skills and an eye for efficiency, you enjoy digging into complex data, building automated solutions, and helping your team navigate operational and regulatory change. In this role, you will be a master problem solver - driving process efficiencies across the team while collaborating directly with developers, product owners, and advisory partners to deliver exceptional experiences for our clients.

Accountabilities

Identify, analyze, and build Robotics Process Automation (RPA) and workflow solutions to streamline operational efficiency across our team’s processes.
Evaluate existing workflows and implement effective process or system enhancements to support business growth and adapt to evolving regulatory and industry standards.
Support the seamless adoption of regulatory and industry changes by updating operational workflows, guiding implementation, and ensuring continuous compliance across processing teams.
Maintain deep operational expertise across key wealth management platforms, including Fundserv, Dataphile, CDS, and Salesforce.
Assess and document operational procedures, perform robust impact assessments, and lead change management activities by analyzing multi-system data and translating findings into actionable plans.
Evaluate complex, high-risk, or ambiguous situations objectively; weigh strategic options and deliver data-backed recommendations.
Act as a key point of contact for advisors and internal partners, delivering clear communication and resolving complex or escalated operational inquiries with a strong risk management focus.
Coach and train junior team members on updated compliance regulations, new technical tools, and optimized processing procedures.
Partner with developers, product owners, leadership, and external stakeholders to articulate operational recommendations and advance strategic business goals.
Support Operations leadership by proactively anticipating business needs, evaluating emerging technology trends, and applying core technical capabilities to advance both daily tasks and strategic objectives.

Skills, Experience & Requirements

Practical exposure or strong aptitude for citizen developer tools, robotics process automation (RPA), or systems analysis.
Applied understanding of project methodology, requirements gathering, and test script execution.
Intermediate to advanced technical proficiency, including strong hands-on experience with Dataphile, Fundserv, CDS and the Google Suite.
Curiosity and a continuous improvement mindset - you are naturally compelled to make processes better.
Proven ability to work under high-pressure situations to deliver results while managing competing priorities.
You are client obsessed, a champion of belonging, and driven to perform
Excellent written and verbal communication skills with a track record of effectively facilitating team training and updates.
3–5 years of experience within the financial services/securities industry, with specific knowledge of wealth operations processes.
Post-secondary education in business, information systems, or equivalent industry experience are 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.

Apply About employer

More about this job

Responsibilities

Develop and improve automation and operational workflows, support regulatory and industry changes, and maintain expertise across wealth management platforms. Resolve complex processing inquiries, assess operational risks, train junior team members, and collaborate with internal and external partners on strategic initiatives.

Requirements

The role seeks 3–5 years of financial services or securities industry experience, including knowledge of wealth operations, and practical exposure or aptitude in RPA, citizen development, or systems analysis. Candidates should have strong technical proficiency with Dataphile, Fundserv, CDS, and Google Suite, along with project methodology, requirements gathering, testing, communication, and prioritization skills; post-secondary education in business or information systems is an asset.

Skills

Robotic Process Automation
Workflow Optimization
Systems Analysis
Requirements Gathering
Test Script Execution
Dataphile
Fundserv
CDS
Salesforce
Google Suite
Wealth Operations
Regulatory Compliance
Change Management
Data Analysis
Risk Management
Stakeholder Communication

Visa sponsorship

Not detected in the job text

Keywords

Robotic Process Automation
RPA
Citizen Developer
Workflow Solutions
Systems Analysis
Project Methodology
Requirements Gathering
Test Scripts
Dataphile
Fundserv
CDS
Salesforce
Google Suite
Wealth Management
Wealth Operations
Trading
Credit
Internal Transfers
Securities Industry
Regulatory Compliance
Change Management
Operational Risk
Process Improvement
Impact Assessment
Data Analysis
Exception Processing
Stakeholder Management

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