Atb 101 - Edmonton, Canada - ATB Financial

ATB Financial

Verified Company

Edmonton, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

OUR BOTTOM LINE IS DIFFERENT.

There's something special about working at ATB, and it's been recognized on every top employer list that matters.

Maybe it's our exceptional culture where your total wellness is supported through market-leading benefits and you're free to bring your whole self to work.

Maybe it's our commitment to a growth mindset and our unrelenting thirst for making it possible for fellow Albertans—even the ones who aren't our clients.

Whatever it is, you won't find a more genuine, driven and knowledgeable group of humans anywhere. We foster a culture of purpose, performance and possibilities. We engage with intense curiosity, and bring our whole selves to work, every day. We know it starts with people like you, so take a chance and start with us.

Job Number:
REQ5890

Location:
Edmonton, Lloydminster, Grande Prairie and surrounding areas

Paygrade:
Student 1

Positions available: 2

Leader Name:
Melissa Nasby

ATB 101 is our student work experience and engagement program that plays an integral role in the success of our business.

As an ATB 101 student you will have a unique opportunity to contribute to ATB through challenging, meaningful and diverse opportunities while creating happiness for our customers and each other.

Oh and we promise you'll have a lot of fun doing it

ATB is more than just a bank and ATB 101 is more than just a student job.

Do you want to have an opportunity to work with customers, businesses and industries that drive Alberta's economy? Do you have a desire to understand the very core of our business and be part of the evolution of serving our customers? If so, ATB might be right for you.

Please see below to learn more about this great summer opportunity.

As ATB's next Wealth Management Student, you will work as part of the North Region of Advisory Services, you will have the opportunity to learn about ATB's Wealth Management. The team you will be working with provides investment advice and holistic financial planning needs to existing and prospective clients. You will provide administrative back office support to the team in enhancing the client experience. In addition, you will gain exposure to the inner workings of a Wealth management firm and gain a deeper understanding of the different roles, skills and knowledge that is required to service and provide an exceptional experience for our clients.

ATB Wealth is committed to advancing Truth & Reconciliation with Indigenous Peoples.

We also will be asking our two summer students to partner together and complete a project regarding ATB Wealth's commitment to Indigenous Peoples.

This will include hiring practices to welcome and support Indigenous Peoples who may want to have a career in our industry, and to help understand how our team throughout our region can better support Indigenous clients through Financial Literacy and Financial Planning.

Key Responsibilities:

Working in collaboration with the ATB Wealth management team, the position will focus on the following areas:

Provide administrative support to the North Alberta Financial Advisors. This would include closing zero balance accounts, householding clients properly, maintaining leads in SalesForce, and preparing reports.
Assisting the Financial Advisors in preparing for client meetings. This would include helping to schedule Annual reviews in SalesForce, calling clients to book appointments, preparing meeting templates and entering data for financial plans.
Assist the team with adhoc and timely requests (as required).
Establish your role objectives as an ATB 101 team and how you will accomplish this (including resources, timelines, milestones, etc.).
Establish connections and touchpoints with fellow ATB 101 students to work on group projects

Requirements:

Strong organizational and detailoriented skills.
Customer service experience and/or skills.
Analytical skills, with the ability to navigate and work in spreadsheets (eg: Excel, Google Sheets), data mining, etc.
Excellent verbal and written communication skills.
Basic knowledge and interest in the investment management industry.
Proven ability to develop strong relationships with partners.
Ability to work in a virtual environment independently and in collaboration with team members.
Eagerness to roll up your sleeves, take on and seek out new challenges.
Keen to gather information and seek answers and solutions that ensure the quality and integrity of your deliverables.
Productive, adaptable, reliable and responsible.
Ability to take initiative, stand up, speak out, and identify opportunities for change.
You are client obsessed and know how to deliver WOW to your clients and your teammates.
Enrolment in a postsecondary institution

At ATB, we know that as you develop in your career, you gain many transferable skills. If you believe your experience and qualities are what we are looking for, please consider applying

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