Processing Operation Analyst III
Role Overview
The Wealth Operations Processing Analyst III reports to an Operations Processing Manager and supports teams responsible for trade and fee management and registered account administration.
The role provides operational support, training materials, onboarding, and vacation coverage across multiple teams while managing queues and meeting service-level agreements and regulatory controls.
The assignment is temporary through November 30, 2027. The posting identifies the work type as hybrid.
Key Skills for This Role
Full Job Posting
About the Role
The Wealth Operations Processing Analyst III reports to an Operations Processing Manager and supports teams responsible for trade and fee management and registered account administration.
The role provides operational support, training materials, onboarding, and vacation coverage across multiple teams while managing queues and meeting service-level agreements and regulatory controls.
The assignment is temporary through November 30, 2027. The posting identifies the work type as hybrid.
Accountabilities
- Provide day-to-day support across Wealth Operations Fulfillment and Servicing, including dependable vacation coverage across teams and functions.
- Create user-friendly job aids and reference materials; support onboarding and translate complex process knowledge into accessible learning tools.
- Provide guidance on complex transactions, technical troubleshooting, and error remediation; make timely decisions within recognized limits and regulatory controls.
- Analyze operational data to identify patterns and recommend practical process improvements.
- Support rollout of tools, products, and operational solutions through user testing, workshops, and training.
- Collaborate with internal stakeholders, Areas of Expertise, and cross-functional teams; manage multiple queues within service-level agreements and regulatory controls.
Skills and Experience
- Post-secondary education or a diploma is an asset; securities-industry or CIRO-licensed-firm experience is also an asset.
- Strong technical proficiency, especially Google Workspace and Google Sheets for tracking and analysis, and ability to learn investment platforms quickly.
- Understand end-to-end processes, diagnose root causes, assess impacts, switch between teams and tasks, and manage competing priorities.
- Learn workflows quickly and create clear training and documentation; strong interpersonal, verbal, written, organization, and time-management skills.
- Previous client service experience is an asset; ability to work independently within tight timeframes and SLAs is required.
About ATB
ATB describes its culture as focused on impact, collaboration, flexibility, inclusion, and learning and development.
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