Specialist II, Processing Operations

Role overview

Accountabilities

• Identify, analyze, and build RPA and workflow solutions to streamline operations.
• Evaluate workflows and implement process or system improvements for growth and evolving standards.
• Update workflows and guide implementation of regulatory and industry changes to support compliance.
• Maintain expertise in Fundserv, Dataphile, CDS, and Salesforce.
• Document procedures, assess impacts, analyze multi-system data, and lead change management.
• Evaluate complex or high-risk situations and provide data-backed recommendations.
• Resolve complex operational inquiries from advisors and internal partners with a risk-management focus.
• Train junior team members on regulations, tools, and optimized procedures.
• Collaborate with developers, product owners, leaders, and external stakeholders on operational recommendations.
• Anticipate business needs and assess technology trends to support operational and strategic goals.

Skills and experience

• 3–5 years in financial services or securities, with knowledge of wealth operations.
• Intermediate to advanced technical proficiency and hands-on experience with Dataphile, Fundserv, CDS, and Google Suite.
• Practical exposure to, or strong aptitude for, citizen developer tools, RPA, or systems analysis.
• Understanding of project methodology, requirements gathering, and test script execution.
• Ability to work under pressure and manage competing priorities.
• Strong written and verbal communication, including facilitating training and updates.
• Post-secondary education in business or information systems, or equivalent industry experience, is an asset.

About ATB