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Specialist II, Processing Operations

ATB · Crossfield, AB, Canada · Didsbury, AB, Canada · Drayton Valley, AB, Canada · Drumheller, AB, Canada · Edmonton, AB, Canada · Edson, AB, Canada · Elk Point, AB, Canada · Coaldale, AB, Canada · Cochrane, AB, Canada · Cold Lake, AB, Canada · Consort, AB, Canada · Coronation, AB, Canada · Foremost, AB, Canada · Fairview, AB, Canada · Falher, AB, Canada · Forestburg, AB, Canada · Calgary, AB, Canada · Camrose, AB, Canada · Canmore, AB, Canada · Cardston, AB, Canada · Caroline, AB, Canada · Carstairs, AB, Canada · Castor, AB, Canada · Airdrie, AB, Canada · Alexis Whitecourt 232, AB, Canada · Andrew, AB, Canada · Athabasca, AB, Canada · Banff, AB, Canada · Barrhead, AB, Canada · Beaumont, AB, Canada · Beaverlodge, AB, Canada · Bonnyville, AB, Canada · Bow Island, AB, Canada · Boyle, AB, Canada · Breton, AB, Canada · Brooks, AB, Canada · Chestermere, AB, Canada · Claresholm, AB, Canada · Fort Macleod, AB, Canada · Fort McMurray, AB, Canada · Fort Saskatchewan, AB, Canada · Fort Vermilion, AB, Canada · Grande Prairie, AB, Canada · Granum, AB, Canada · Grimshaw, AB, Canada · Hanna, AB, Canada · High Level, AB, Canada · High Prairie, AB, Canada · Hinton, AB, Canada · Hythe, AB, Canada · Innisfail, AB, Canada · Jasper, AB, Canada · Killam, AB, Canada · La Crête, AB, Canada · Lac la Biche, AB, Canada · Lacombe, AB, Canada · Lamont, AB, Canada · Leduc, AB, Canada · Lethbridge, AB, Canada · Linden, AB, Canada · Magrath, AB, Canada · Manning, AB, Canada · Mayerthorpe, AB, Canada · Medicine Hat, AB, Canada · Milk River, AB, Canada · Nanton, AB, Canada · Okotoks, AB, Canada · Olds, AB, Canada · Onoway, AB, Canada · Oyen, AB, Canada · Peace River, AB, Canada · Picture Butte, AB, Canada · Pincher Creek, AB, Canada · Ponoka, AB, Canada · Provost, AB, Canada · Raymond, AB, Canada · Red Deer, AB, Canada · Redwater, AB, Canada · Rimbey, AB, Canada · Rocky Mountain House, AB, Canada · Rycroft, AB, Canada · Sherwood Park, AB, Canada · Slave Lake, AB, Canada · Smoky Lake, AB, Canada · Spirit River, AB, Canada · Spruce Grove, AB, Canada · St. Albert, AB, Canada · St. Paul, AB, Canada · Stettler, AB, Canada · Stony Plain, AB, Canada · Strathmore, AB, Canada · Sundre, AB, Canada · Sylvan Lake, AB, Canada · Taber, AB, Canada · Thorsby, AB, Canada · Three Hills, AB, Canada · Tofield, AB, Canada · Trochu, AB, Canada · Two Hills, AB, Canada · Valleyview, AB, Canada · Vegreville, AB, Canada · Vermilion, AB, Canada · Viking, AB, Canada · Vulcan, AB, Canada · Wainwright, AB, Canada · Westlock, AB, Canada · Wetaskiwin, AB, Canada · Wildwood, AB, Canada · AB, Canada · Lloydminster, SK, Canada · Diamond Valley, AB, Canada · Whitecourt, AB, Canada

Apply About employer

ATB

Specialist II, Processing Operations

Crossfield, AB, Canada
Didsbury, AB, Canada
Drayton Valley, AB, Canada
Drumheller, AB, Canada
Edmonton, AB, Canada
Edson, AB, Canada
Elk Point, AB, Canada
Coaldale, AB, Canada
Cochrane, AB, Canada
Cold Lake, AB, Canada
Consort, AB, Canada
Coronation, AB, Canada
Foremost, AB, Canada
Fairview, AB, Canada
Falher, AB, Canada
Forestburg, AB, Canada
Calgary, AB, Canada
Camrose, AB, Canada
Canmore, AB, Canada
Cardston, AB, Canada
Caroline, AB, Canada
Carstairs, AB, Canada
Castor, AB, Canada
Airdrie, AB, Canada
Alexis Whitecourt 232, AB, Canada
Andrew, AB, Canada
Athabasca, AB, Canada
Banff, AB, Canada
Barrhead, AB, Canada
Beaumont, AB, Canada
Beaverlodge, AB, Canada
Bonnyville, AB, Canada
Bow Island, AB, Canada
Boyle, AB, Canada
Breton, AB, Canada
Brooks, AB, Canada
Chestermere, AB, Canada
Claresholm, AB, Canada
Fort Macleod, AB, Canada
Fort McMurray, AB, Canada
Fort Saskatchewan, AB, Canada
Fort Vermilion, AB, Canada
Grande Prairie, AB, Canada
Granum, AB, Canada
Grimshaw, AB, Canada
Hanna, AB, Canada
High Level, AB, Canada
High Prairie, AB, Canada
Hinton, AB, Canada
Hythe, AB, Canada
Innisfail, AB, Canada
Jasper, AB, Canada
Killam, AB, Canada
La Crête, AB, Canada
Lac la Biche, AB, Canada
Lacombe, AB, Canada
Lamont, AB, Canada
Leduc, AB, Canada
Lethbridge, AB, Canada
Linden, AB, Canada
Magrath, AB, Canada
Manning, AB, Canada
Mayerthorpe, AB, Canada
Medicine Hat, AB, Canada
Milk River, AB, Canada
Nanton, AB, Canada
Okotoks, AB, Canada
Olds, AB, Canada
Onoway, AB, Canada
Oyen, AB, Canada
Peace River, AB, Canada
Picture Butte, AB, Canada
Pincher Creek, AB, Canada
Ponoka, AB, Canada
Provost, AB, Canada
Raymond, AB, Canada
Red Deer, AB, Canada
Redwater, AB, Canada
Rimbey, AB, Canada
Rocky Mountain House, AB, Canada
Rycroft, AB, Canada
Sherwood Park, AB, Canada
Slave Lake, AB, Canada
Smoky Lake, AB, Canada
Spirit River, AB, Canada
Spruce Grove, AB, Canada
St. Albert, AB, Canada
St. Paul, AB, Canada
Stettler, AB, Canada
Stony Plain, AB, Canada
Strathmore, AB, Canada
Sundre, AB, Canada
Sylvan Lake, AB, Canada
Taber, AB, Canada
Thorsby, AB, Canada
Three Hills, AB, Canada
Tofield, AB, Canada
Trochu, AB, Canada
Two Hills, AB, Canada
Valleyview, AB, Canada
Vegreville, AB, Canada
Vermilion, AB, Canada
Viking, AB, Canada
Vulcan, AB, Canada
Wainwright, AB, Canada
Westlock, AB, Canada
Wetaskiwin, AB, Canada
Wildwood, AB, Canada
AB, Canada
Lloydminster, SK, Canada
Diamond Valley, AB, Canada
Whitecourt, AB, Canada

Full-time

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Job details

Job type: Full-time
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).

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.

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More about this job

Responsibilities

The Specialist II will manage operational workflows for Trading, Credit, and Internal Transfers while developing robotics solutions to improve efficiency. They will also act as a subject matter expert to ensure regulatory compliance and provide support to advisory partners.

Requirements

Candidates should have 3–5 years of experience in the financial services or securities industry with specific knowledge of wealth operations. Proficiency in technical tools like Dataphile, Fundserv, and RPA development is required, along with strong analytical and communication skills.

Skills

Robotics Process Automation
Systems analysis
Project methodology
Requirements gathering
Dataphile
Fundserv
CDS
Salesforce
Google Suite
Critical thinking
Data analysis
Process optimization
Regulatory compliance
Change management
Risk management
Communication

Benefits

Learning and development
Performance enablement
Inclusive programs
Flexible work

Visa sponsorship

Not detected in the job text

Keywords

Wealth Operations
Trading
Credit
Internal Transfers
Robotics Process Automation
RPA
Citizen Developer
Operational Risk
Regulatory Initiatives
Fundserv
Dataphile
CDS
Salesforce
Google Suite
Workflow Optimization
Project Methodology
Requirements Gathering
Test Script Execution
Change Management
Financial Services
Securities Industry
Business Operations
Technical Systems
Data Analysis
Compliance

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