Emma Joel Email and Phone Number
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Emma Joel personal email
I am an Operations Manager with over 20 years of experience in the Financial Services industry. I'm a bright, articulate, organized individual with a wealth of knowledge and experience in back and middle office management and administration, including data migration and system controls including compliance functions. Naturally self-motivated, I have demonstrated repeatedly an ability to work effectively in demanding situations whilst excelling in areas of problem solving with a strong eye for detail. I also have excellent business development capabilities and robust commercial management attributes with pragmatic approach.🔷 Taking responsibility for defining and implementing initiatives to support Operational business plans, including collaborating with all colleagues across both Operations and Front Office to develop new client management opportunities, ensuring appropriate process design and effective delivery of the function’s component in each case.🔷 Developing efficient and robust ways of working through lean process definition and utilisation of relevant tools available.🔷 Enabling and ensuring compliance with corporate, regulatory and legislative requirements.🔷 Providing technical and subject matter expert input.🔷 Implementing and maintaining policies, processes and quality assurance frameworks to improve the efficiency, effectiveness and scalability of client management systems and reporting.🔷 Managing smaller projects, leading and participating in operational project work streams .🔷 Finding solutions to problems by constructively challenging the status quo, providing an environment which supports creativity and innovation; and sharing good practices and innovation across the business.
Clarity Environmental
View- Website:
- clarity.eu.com
- Employees:
- 19
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Data Team ManagerClarity Environmental Jan 2024 - PresentBrighton, England, United Kingdom -
Data Account ManagerClarity Environmental Jan 2023 - May 2024Brighton, England, United Kingdom -
Data AnalystSanlam Securities Uk Limited May 2022 - Aug 2022London, England, United KingdomMy final 4 months with Sanlam was spent working with the wind down team helping to ensure a smooth transition to the purchasers of Sanlam Wealth and Sanlam Life and Pensions. -
Manager - Data Controls And Integrity Team – Investment OperationsSanlam Private Wealth Nov 2013 - Apr 2022London, England, United Kingdom• Worked with project team to implement wealth company client management infrastructure transition• Responsible for implanting the new client reports using Xplan• Implemented system processes and procedures for market data in Xplan• Implemented system upgrade and data solution when MIFID II came into effect -
Investment Team CoordinatorSanlam Private Wealth Aug 2012 - Nov 2013London, England, United KingdomFollowing the restructure of the business a centralised Investment Team was created and I was appointed as team co-ordinator. Major achievement during this time was to set up and implement the migration of a multimillion dollar book of business from South Africa for non-residents, this included the overall agreement with the Professional Client, client documentation and processes for account set up, fees, and reporting. -
Direct Investment Team AssistantPrincipal Investment Management Dec 2010 - Jul 2012Sevenoaks, England, United Kingdom
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Compliance ManagerEntrust Private Wealth Management - Perth, Australia Aug 2002 - Oct 2009Accountabilities-Facilitation of compliance risk management in the business;- Ensure controls over identified risks are operating as intended and meet regulatory rules and requirements; - Ensure compliance issues are known and are adequately owned by the business functions with work being progressed to minimise them; - Development of a compliance culture within the business Achievements:- Financial Services Guide restructured and consolidated; - Implementing Complaints handling processes, procedures and training;Implementing Anti-money Laundering (‘AML’) and Know Your Client (‘KYC’) processes, procedures and training across business;- Re-negotiating Professional Indemnity and Directors & Officers insurance to gain improved coverage and lower premium.
Emma Joel Skills
Frequently Asked Questions about Emma Joel
What company does Emma Joel work for?
Emma Joel works for Clarity Environmental
What is Emma Joel's role at the current company?
Emma Joel's current role is Data Account Manager.
What is Emma Joel's email address?
Emma Joel's email address is ej****@****ail.com
What skills is Emma Joel known for?
Emma Joel has skills like Financial Services, Training, Insurance, Internal Controls, Business Process.
Who are Emma Joel's colleagues?
Emma Joel's colleagues are Chiemeka Ogbonnah, Sharon Ford, David Honcoop, Barry Dunne, Chris Taylor, Francesco Vellutino, Fine Minns.
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Emma Joel
Visual And Fine Artist And Sculpture, Designer. Previously And Dermal Clinician/Nutritionist/Anti-Ageing SpecialistPeppermint Grove, Wa1hotmail.com2 +614812XXXXX
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