At
CWB
, 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 intention
Seeking out and embracing new ideas
Believing that how we do things is as important as what we do
Roles Specifications
Location | Vancouver, BC.
Everyday flexibility. On-site requirements. Collaborative connections
Note: The external title has been changed to align with industry standards. The internal job title will be: “Business Analyst”
CWB Trust Services
Trust your finance career to CWB
CWB Trust Services
offers a wide variety of trustee and custodial solutions for businesses and institutional investors. We operate with a deep understanding of the markets where we can add value. We have a proven reputation for comprehensive delivery of fiduciary expertise, safety of assets and dedicated service. Our philosophy is centred on providing clients with client-focused service, notable value, and tailored solutions.
We are looking for change makers. Process enthusiasts. Future leaders. Performance focused go-getters who are looking to accelerate their careers. Our team thrives on idea-sharing, collaboration, respect, caring, and camaraderie.
Explore a career with CWB Trust Services where we offer an unmatched employee experience guaranteed to redefine what it means to work for a top employer. Our culture is a key differentiator and one we are proud of.
The opportunity
The Process Operations Analyst will work closely with the Manager and Senior Manager of Operations and Business Analytics to deliver change initiatives across CWB Trust Services from end to end. From assessing a business problem, to training employees on new processes, this position acts as the subject matter expert for our Custody system while providing expertise in our business processes to internal and external partners.
What you’ll be doing
Business Support & Stakeholder Relationships
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Act as the knowledge expert in system applications, configurations, and business processes.
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First line triage of system processing issues, custody system configuration and
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Act as the liaison between business and technology staff, providing the business perspective in the analysis and design of solutions.
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Build and maintain strong relationship with end users and internal stakeholders, delivering on promises and adding value.
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Establish effective two-way communication mechanisms to get feedback, input on and validation of documents.
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Ensuring line of business procedures/processes are updated to meet the requirements of CWB Trust Services Standards.
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Co-ordinate system analysis and enhancements and issue resolutions throughout the year.
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Demonstrate an expert level of understanding and working knowledge of programs, policies, and processes.
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Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel.
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Promote cooperation and commitment within the CWB Group towards the attainment of common goals enabling productive group interactions.
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Ability to be agile and flexible to pick up new skills and knowledge while being collaborative to work with SMEs (Subject matter experts) and stakeholders achieving organizational objectives.
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Creative conflict resolution skills, with the ability to diffuse challenging situations and find common ground.
Project & Change Management
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As directed by Manager and Senior Manager of OBA to provide support to ensure client and user impacts are validated and tracked with project owners throughout the project cycle.
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Assist with training and development, manual development and communications when required.
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Deliver projects and deliver results in a fast paced and deadline driven environment.
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Outstanding organizational, interpersonal and communications skills with a strong aptitude for managing multiple work streams simultaneously.
Process Improvement
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Ensuring line of business procedures/processes are updated to meet the requirements of CWB Trust Services Standards.
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Ensuring new business processes, operational changes, and new initiatives within CWB Trust Services have been appropriately assessed and documented with in the area manuals.
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Maintain a strong line of communication with Operations’ stakeholders to understand processes requirements by obtaining feedback, identifying common challenges or process gaps, and exploring potential solutions.
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Remarkable problem solving and investigative skills to identify root cause and perform in-depth analysis to turn incomplete or ambiguous inputs into action plans.
Who we’re looking for & what you’ve done
Education
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Some post-secondary education is required.
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A degree in Business, Finance, Information Services, Science, or a related field is preferred.
Professional Experience
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Minimum of 4 years of experience in a financial institution, financial technology company or a financial services firm with exposure to any two of the following areas: process improvement, data analysis, operations, system administration, or compliance.
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Some of the highly desired experience includes (but not limited to):
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Creating business requirements for system enhancement
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Using techniques such as value-stream mapping (VSM), Business Process Mapping and Notation (BPMN), or 5 Whys to create workflow and document business processes.
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Investigating and solving complex business problems
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Performing process re-engineering or continues process improvements independently or in a group setting
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Generate documentations for policies and procedures
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Create documentation for data mapping and extraction based on business needs
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Strong knowledge in productivity tools including Office, Microsoft 365 and Adobe product suite.
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Working knowledge of FIS Global Plus Custody System would be preferred
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Exposure to Lean Six Sigma or other process improvement methodologies, or robotic process automation or analytical tools is considered as an asset.
Personal Competencies
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Inspire trust by being open, honest, and direct in communication, meeting commitments and behaving ethically in all dealings.
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Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment.
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Accept responsibility and accountability for actions and results.
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Make decisions guided by common sense and sound business judgement.
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Demonstrated alignment to CWB values.
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Respectful, proactive, and self-motivated team player.
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Analytical mind and with natural curiosity seek to understand both the “HOW” and the “WHY.”
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Excellent administrative and organizational skills to be able to prioritize various accountabilities and meet deadlines are critical to the success of the role.
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Strong analytical and investigative skills with excellent attention to detail
Why work with us?
Your success is our obsession! And our award-winning culture & benefits back it up.
Proudly recognized by Great Place to Work® in 2024 as one of Canada’s top 50 Best Workplaces & member of Waterstone Human Capital’s Most Admired Corporate CulturesTM Hall of Fame.
Wellness matters. We offer an award-winning benefits package that includes:
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Hybrid work environments
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Everyday flexibility
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Generous company-funded health coverage
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Health care spending account
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A flexible wellness program
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generous time-away options to unplug, rest & recover
Career development. We commit to our employees’ development and help them reach their professional goals with:
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Organization wide coaching services
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Mentorship
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Education support & training programs
Bring your whole self to work. Inclusion is a journey requiring practice & experience to result in a powerful outcome. Your perspective matters & voice will be heard. Find community within the CWB family in our employee represented groups.
#LI-JA1
IND-JA
As an equitable employer, CWB Financial Group is committed to providing a safe and
inclusive environment
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
accommodation
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.
08/12/2024
