Canadian Western Bank
Job title:
Operations Analyst
Company
Canadian Western Bank
Job description
At , we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by:Putting people first and building relationships with intentionSeeking out and embracing new ideasBelieving that how we do things is as important as what we doOperations Analyst(12 Month Term)Role specificationsFlexible Location: Edmonton, AB | Calgary, AB
Everyday Flexibility ▪ Onsite Requirements ▪ Hybrid Work EnvironmentAt , we strive to bring value to the lives of the people who choose us every day: our employees, our clients, and our investors. The ethics that guide and hold us to that mission are:Put people first and build relationships with intentionSeek and embrace new ideas, knowing that better is always possibleBelieve that how we do things is as important as what we doHarness the power of inclusion through a culture that recognizes who we are and how we show up – as individuals and as a teamCWB Wealth Management. Providing peace of mind for all of life.CWB Wealth Management is a leader in the Canadian private wealth industry, with more than 200 wealth professionals across Canada, and approximately $8 billion in assets under management, advisement, and administration. Our team includes a diverse group of financial experts and industry veterans who strive every single day to achieve strong results for their clients. Growing our clients’ financial future requires looking beyond the numbers, offering a human approach, and a commitment to relationship building.The opportunityThe Operations Analyst is primarily responsible for the day-to-day maintenance and the accuracy of client accounts, trade monitoring, system maintenance client reporting.Key deliverablesOperations. Data management. Collaboration Optimization.Primary operational contact for teams directly servicing & supporting clients.Execute operational activities ensuring internal control structures and oversight are in place for data integrity.Implement reconciliations as an operational control of processes, audit requirements and data integrity.Action data, error, and troubleshooting investigations through to resolution. Ensure that solutions that are put in place to mitigate future occurrences are executed on.Collaborate to ensure client data issues are identified and addressed in a timely manner.Test data throughout vendor system changes and ensure the client impact is fully documented.Collaborate with Client Service team members to ensure we are addressing client data concerns.Generate and store quarterly client reports, year end tax packages (quarterly & annually) and additional reports upon request.Update, develop and document procedures for optimal client experience from a data access and accuracy standpoint.Troubleshoot, data output and reporting deficiencies and errors.Be a super user for all applications to be able to provide training and support to new and current operations team members.Support with various projects to ensure overall success of operations.Successful incumbentClient centric focus. Support the delivery of outstanding client experiences at every interaction and execute on plans to continuously build the client experience, in line with CWB’s brand promise.Data skilled & analytically savvy. Demonstrated comfort with the effective & efficient optimization of data & relationships while practising proactive data management in a highly focused environment.Collaborative. Demonstrated ability to build and maintain effective relationships to accomplish both individual and team goals aligned with the strategic direction of CWB.Optimizer. Commitment to working within and contributing to continuous improvement of defined processes & service delivery.Organizer & time management expert. You have the knack to effectively manage several priorities simultaneously in a high volume, fast paced, team-oriented environment with a keen eye for accurate details.Problem solving. You approach work with a sense of wonder, learning how to adapt and solve problems utilizing your analytical and reasoning skills – making sound decisions, relying on your confidence to assess complex scenarios.A true #tealmate. Live & champion CWB values. Represent the CWB Brand with honour and integrity, embodying our culture in a way that prioritizes collaboration and respects individuality. Respect the code: OneCWB Growing Together.Core knowledge requirementsPost Secondary degree in accounting, finance or business – equivalent experience considered.Canadian Securities Course completion or equivalent would be an asset.Demonstrated experienceThree plus years experience in wealth management or the investment industry.Why work with us?Values-driven, people-first benefitsWellness matters. We offer an award-winning benefits package that includes a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a flexible wellness program & generous time-away options to unplug, rest & recover.Pride in our people. We believe people are our best asset. Bring your whole self to work in an inclusive space where your perspective matters. Find a community within the CWB family in our Employee Represented Groups (ERGs) and develop your professional goals through our organization-wide coaching services.Giving as we grow. We support our people and the communities they live in. Peer-to-peer recognition programs for day-to-day wins and milestones encourage a healthy spirit of professional growth. Other financial rewards include competitive base salary and pay-for-performance incentives, RRSP matching, and company ownership.We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others. And under our ESG and sustainability-focused business model, you can feel proud of where you invest your talents. Find your growth opportunity at cwbcareers.com.Get ready to live your best life with a career at CWB Wealth. Apply today.Why work with us?Values-driven, people-first benefitsWellness matters. We offer an award-winning benefits package that includes a health coverage tailored to best meet the needs of our diverse & multigenerational workforce including a flexible wellness program & generous time-away options to unplug, rest & recover.Pride in our people. We believe people are our best asset. Bring your whole self to work in an inclusive space where your perspective matters. Find a community within the CWB family in our Employee Represented Groups (ERGs) and develop your professional goals through our organization-wide coaching services.Giving as we grow. We support our people and the communities they live in. Peer-to-peer recognition programs for day-to-day wins and milestones encourage a healthy spirit of professional growth. Other financial rewards include competitive base salary and pay-for-performance incentives, RRSP matching, and company ownership.We also create opportunities for you to get involved in community fundraising initiatives, so you can give back to others. And under our ESG and sustainability-focused business model, you can feel proud of where you invest your talents. Find your growth opportunity at cwbcareers.com.Get ready to live your best life with a career at CWB Wealth. Apply today.#LI-EH1IND-EHAs an equitable employer, CWB Financial Group is committed to providing a safe and where a diverse workforce thrives. You are welcomed and encouraged to bring your whole self to work. Dignity, respect and equality are non-negotiables. If you require during any part of the recruitment or selection process, please reach out.Closing Date:
- Position closes at 12:01am on the close date identified below. 07/29/2024
Expected salary
Location
Edmonton, AB
Job date
Wed, 17 Jul 2024 01:11:32 GMT
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