Eddy Daly (Dipicsa) (Bsc) Email & Phone Number

Jersey

Jersey

Managing a portfolio of Employee Share Trusts.

Jersey

Jersey

Manage a team of senior administrators/ administrators for a portfolio of employee benefit trust's and corporate entities which have a variety of different services we provide to cater for the clients needs.

Jersey

Corporate services team1. Manage a range of employee benefit trust and company structures 2. Manage teams daily admin tasks and transactions 3. Manage team of five administrators ensuring delegation of work as well as assisting with any work queries they may have.4. Manage a variety of different projects from start to finish5. Liaise directly with directors6. Attend meetings with clients7. Point of contact for clients8. Carry out appraisals and end of year review of team members9. Draft Letters of recommendation 10. Draft and prepare fee quotes11. Manage quarterly billing of clients including WIP review and answer any client queries in relation to their invoices

Jersey, United Kingdom

Work closely with the head of the Employee Services group on a variety of employee incentive structures, such as:1. Employee Benefit Trust's;2. Employee Ownership Trust's;3. Pension schemes; and 4. Corporate salary services. My role is to manage the day to day administration of the clients within the group, which includes:- Liaising with the accountant regarding the bookkeeping of transactions;- Liaise. directly with directors regarding transactions,- Maintaining/updating internal record system with client profile/details, - Attend new business meetings with director, advisors and potential clients;- Prepare new business forms / file for new client take on;- Drafting of minutes and other relevant documents;- Prepare and action payments using online banking systems.

Jersey, United Kingdom

Manage over 50 employee benefit trust structures, that range from large plc companies to private limited companies.

Jersey

1.Manage my own clients that range from listed companies to private companies;2. maintain trust records by reconciling, share, cash and loan balances etc;3. Process exercises of share awards by preparing resolutions, instructions to sell or transfer shares and prepare bank payments where necessary;4. Carry out award vestings for more 200 participants for various clients, extensive work of managing the whole vesting release from start to finish;5. Carry out purchases of shares either on market or off market, payments of stamp duty to hmrc where necessary;6. Maintain relationship with client contacts and liaise with them on a range of trust matters;7. Look after save as your earn plans for international clients with participants in a range of jurisdictions; 8. Take on new clients from start to finish by collecting CDD/KYC, preparing resolutions, setting up bank accounts, draft risk assessment form and attend commercial committee, finally set the new client up on viewpoint and adex systems; and9. Maintain client information on outlook dms system, viewpoint and adex.

Jersey

Assist client manager with employee benefit trust admin

Jersey

Learn about employee benefit trusts and assist client managers/administrators

Jersey

Registry officer worked for the JFSC in the company registry department setting up new companies etc

Icsa, Csqs, Pass

ICSA CSQS Coporate Governance module (Pass) ICSA CSQS Applied Business Law module (Pass)

Bachelor Of Science (Bsc), Archaeology