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    Government Operations Analyst - Edmonton, AB, Canada - CWB Financial Group

    CWB Financial Group
    CWB Financial Group Edmonton, AB, Canada

    2 weeks ago

    Default job background
    Description
    Putting people first and building relationships with intention

    • With roots going back to 1939, the founders of CWB Wealth pioneered the concept of financial health through comprehensive financial planning and professional investment management. Under a client-centric model for counselling families and businesses, we offer boutique wealth management services from coast to coast, in both English and French. We are trusted with over $8B in assets under management and administration, and over $2B in advisory assets within Indigenous Services.
    *The *Operations Analyst* is primarily responsible for the day to day maintenance and the accuracy of client accounts for trading within the portfolio management systems & client reporting.

    Execution of operational activities to ensure that necessary internal control structures and oversight are in place for data integrity.


    • Under the guidance of the Operations Manager, implement reconciliations as an operational control of processes, audit requirements and data integrity.
    • Execute on data, error, troubleshooting investigations through to resolution. Collaborate with the PM's & Client Service Managers to ensure client data issues are identified and addressed in a timely manner.
    • Under the guidance of the Operations Manager, testing data throughout vendor system changes, and ensure the client impact is fully documented.
    • Collaborate with the PM's & Client Service Managers to ensure we are addressing client data concerns
    • Generate store quarterly client reports, CRM2 and yearend tax packages (quarterly & annually)
    *Under the guidance of the Operations Manager, undertake the updating of procedures and the development of new ones for optimal client experience from a data access and accuracy standpoint.
    * support projects as directed by the operations manager

    • 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.
    *Data support for various internal and external audits – provide data necessary to teams for management reporting, finance and external investment surveys
    Canadian Securities Course completion or equivalent would be an asset
    *Proudly recognized by Great Place to Work in 2023 as one of Canada's top 50 Best Workplaces & recipient of Waterston Human Capital's Most Admired Corporate Culture 2023.
    _*Health care spending account

    • A flexible wellness program
    • We commit to our employees' development and help them reach their professional goals with:
    • Education support & training programs
    _*Inclusion is a journey requiring practice & experience to result in a powerful outcome. Find community within the CWB family in our employee represented groups.
    Our highly qualified professional teams deliver sophisticated financial planning experiences, complemented by institutional quality investment management.

    Along with our affiliate brands\*, we are proud to serve private wealth clients in both English and French, and to offer specialized investment management and advisory capabilities for institutional clients and Indigenous communities.


    Job Type:
    Full-time

    Monday to Friday
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