Aastha Agarwalla Email & Phone Number

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

Sydney, Australia

Responsible for client administration as well as providing support to advisors andclient services managers. Prepare all application forms and third party correspondence for new and existingclients subject to a briefing from the adviser or client service manager. Maintain the currency of the client database, client portfolios and productinformation held on Agility (CONNECT), CUP and Summit (includes linkingmultiple accounts, activate class super data feed). Preparing… Show more Responsible for client administration as well as providing support to advisors andclient services managers. Prepare all application forms and third party correspondence for new and existingclients subject to a briefing from the adviser or client service manager. Maintain the currency of the client database, client portfolios and productinformation held on Agility (CONNECT), CUP and Summit (includes linkingmultiple accounts, activate class super data feed). Preparing and maintain client files ensuring accuracy and compliancerequirements are met. Liaise with internal Para planner to coordinate client files completion. Opening new client accounts (institutional, nominee, MDA, overseas and international), checking all documents, AML/KYC check for each client, check fraudulent and certification. Basic SOA production and observing compliance and regularity standards. Show less

Sydney, Australia

Share Sale Centre Support• Facilitation of request for sale of share via the share sale Centre.• Selling shares at market price for Issuer sponsored holdings.• Printing & mailing share sale advise to Investors.• Confirm & process payments via direct credit, cheque, travelex & international draft.• Preparing end of the month reports.• Cancel and reissue payments as per Investor’s request.• Assisting investor queries via phone, email and in person.• Liaise with… Show more Share Sale Centre Support• Facilitation of request for sale of share via the share sale Centre.• Selling shares at market price for Issuer sponsored holdings.• Printing & mailing share sale advise to Investors.• Confirm & process payments via direct credit, cheque, travelex & international draft.• Preparing end of the month reports.• Cancel and reissue payments as per Investor’s request.• Assisting investor queries via phone, email and in person.• Liaise with internal departments (CRG, contact Centre) to manage the client expectation on successful delivery of share sale & settlement.• Improve, update and maintain internal processes, control & risk.Treasury Support• Set up and maintenance of BPay with bank and international stakeholder.• Daily download of presented cheque data from all banks and subsequent upload to Oscar and other applications, as required.• Processing EDC, EFT, BPoint and international payments for internal stakeholders.• Provide support for Eftpos processing.• Releasing and uploading payments in ABLE and internal software. • Liaising with banks regarding payments. Show less