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.
About the role
Reporting to an Operations Processing Manager, the Wealth Operations Processing Analyst III will be part of the team that oversees trade and fee management, as well as registered account administration.
The Analyst III will provide vital operational support across the processing operation teams, develop clear training materials and job aids, support onboarding, and step in to provide seamless vacation coverage across multiple teams. This role requires managing time independently, monitoring and actioning multiple queues while adhering to Service Level Agreements (SLAs) and regulatory controls.
Please Note: This is a temporary assignment until November 30, 2027.
Accountabilities
- Provide hands-on support for day-to-day operational procedures across Wealth Operations (Fulfillment & Servicing), including stepping in to provide reliable vacation coverage across various teams and functions.
- Create clear, user-friendly job aids and reference materials; support the onboarding and training of team members by translating complex process knowledge into accessible learning tools.
- Provide support and guidance to the team on complex transactions, technical troubleshooting, and error remediation.
- Apply sound judgment and critical thinking to make timely decisions within recognized limits and regulatory controls.
- Collect and analyze operational data to identify patterns, spot recurring trends, and recommend practical process improvements.
- Support the rollout of new tools, products, and operational solutions by assisting with user testing and facilitating workshops or training sessions.
- Collaborate with internal stakeholders, Areas of Expertise (AOEs), and cross-functional teams to fulfill requests and support broader initiatives.
Skills, experience & requirements
- Post-secondary education or diploma is an asset.
- Experience within the securities industry or a CIRO (formerly IIROC) licensed firm is an asset.
- Strong technical proficiencies, particularly in Google Workspace (including Google Sheets for tracking and data analysis), with the ability to quickly learn specialized investment industry platforms.
- Strong ability to understand end-to-end process flows, apply active listening to diagnose root causes, and assess business impacts.
- Agile and adaptable mindset; comfortable switching seamlessly from team to team and task to task, backed by strong organizational skills to manage competing priorities.
- Naturally curious and eager to learn; able to absorb new workflows quickly and translate that knowledge into clear, structured training and documentation.
- Client-obsessed, a champion of belonging, and driven to perform; previous client service experience is an asset.
- Excellent interpersonal skills with a demonstrated ability to work collaboratively across teams.
- Excellent verbal and written communication skills, including the confidence to facilitate meetings, workshops, and training sessions.
- Strong time management skills, with the ability to prioritize requests and work independently within tight timeframes and SLAs.
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 Indigenous 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.
