Beata Ptak Email & Phone Number

Kraków

Cash management/reconciliation, identifying discrepancies in paymentsProcessing investors transactions (subscriptions, redemptions, etc.) with short deadlinesGenerating investors and clients reporting (monthly statements, audits, contract notes, etc.)Email and phone communication with both investors and clients in timely mannerDaily cooperation with other departmentsUpdating investor sensitive dataPromoting risk awareness, assessment and control within the teamProviding training and support to less experienced colleagues

Kraków, Woj. Małopolskie, Polska

Managing investors’ personal data in the systemReviewing investments activity ensuring accurate and complete details have been entered onto the systemand all required documentation is collected from the investorHandling various projects, actively participating in Client’s on-boarding processTimely and accurate processing of investors' transactionsPreparing monthly Clients’ reports and other ad hoc reportsManaging long-term relationship with ClientsCreating internal procedures for the teamDaily cooperation with team and other departments

Rzeszów, Woj. Podkarpackie, Polska

- Entering the purchase documents into the computer system, preparing sales invoices- Preparation of export documents (sales documents, certificate of origin, shipping documents- Control of supplies from non-EU countries-Ensuring the functioning of purchase and sales transactions in line with the procedures and customs legislation- Supervising the complaints- Preparation of technical specifications and Declaration of Conformity-Development of documentation and implementation of a chain of custody FSC system-Preparing monthly reports for the Central Statistical Office-Training new employees in the area of using the computer system-Polish and foreign customer service-Acquiring new customers and suppliers

Magister (Mgr), Studia Filologiczno-Kulturoznawcze Rosji

Software Testing