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 Wealth’s next Business Support Specialist you will play a crucial role in delivering an exceptional and consistent client experience, driven by a client-first mindset.
You will support an advisory team in managing a mass-market book of business by providing essential administrative and technical support, alongside responsibilities that require critical thinking and independent judgement.
As a key client-facing individual, you will handle direct client communication, including management of the team's general inboxes, proactively reaching out to clients to schedule appointments, updating client information and processing transaction requests, etc. You will also oversee data management tasks, including critical data entry, data validation and remediation, and the day-to-day maintenance of the team’s online booking system.
You will be a proponent of continuous process improvement, consistently seeking and sharing new information and insights to maximize the team's operational efficiency and effectiveness. Your role requires adaptability to meet the evolving needs of the ATB Wealth Advice Centre business.
Accountabilities
- Provide essential administrative support through effective collaboration, with key responsibilities including managing the online booking system and addressing various operational requests like reporting, distribution lists, data integrity initiatives, etc.
- Management of the team’s general inboxes. This involves processing or triaging incoming correspondences, categorizing emails based on urgency and topic, ensuring timely responses, and routing complex or specialized queries to the appropriate team member(s)
- Management of the client case queue, which involves processing money movement and other account-related requests, including but not limited to executing and settling investment trades, and managing pre-authorized contributions
- Proactive and effective communication with clients via email and phone calls. This includes but is not limited to following-up on outstanding documentation, scheduling appointments, and processing client updates.
- Proactively solve problems and anticipate the needs of both internal team members and external clients, collaborating with subject matter experts to ensure the delivery of a consistently exceptional experience
Skills, Experience & Requirements
- Immediate eligibility for registration as an Investment Representative (IR) or Registered Representative (RR) with the Canadian Investment Regulatory Organization (CIRO) is mandatory
- Knowledge of wealth management solutions, including relevant compliance and regulatory requirements
- Proven ability to make informed decisions independently and navigate unexpected situations effectively
- Demonstrated capability to work autonomously and independently in a remote environment
- A proactive mindset for identifying process gaps, developing innovative solutions, and sharing best practices across the team
- Exceptional attention to detail to ensure the accuracy and thorough execution of all requests
- Highly service-oriented, providing professional, accurate, and timely support to both internal team members and external clients
- Strong time management and organizational skills to prioritize competing requests and consistently meet deadlines
- Moderate proficiency in G Suite applications, specifically GMail and Google Sheets, is required
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.
