Emma Joel

Emma Joel Email and Phone Number

Data Account Manager @ Clarity Environmental
east sussex, east sussex, united kingdom
Emma Joel's Location
Brighton, England, United Kingdom, United Kingdom
Emma Joel's Contact Details

Emma Joel personal email

n/a
About Emma Joel

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.

Emma Joel's Current Company Details
Clarity Environmental

Clarity Environmental

View
Data Account Manager
east sussex, east sussex, united kingdom
Website:
clarity.eu.com
Employees:
19
Emma Joel Work Experience Details
  • Clarity Environmental
    Data Team Manager
    Clarity Environmental Jan 2024 - Present
    Brighton, England, United Kingdom
  • Clarity Environmental
    Data Account Manager
    Clarity Environmental Jan 2023 - May 2024
    Brighton, England, United Kingdom
  • Sanlam Securities Uk Limited
    Data Analyst
    Sanlam Securities Uk Limited May 2022 - Aug 2022
    London, England, United Kingdom
    My 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.
  • Sanlam Private Wealth
    Manager - Data Controls And Integrity Team – Investment Operations
    Sanlam Private Wealth Nov 2013 - Apr 2022
    London, 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
  • Sanlam Private Wealth
    Investment Team Coordinator
    Sanlam Private Wealth Aug 2012 - Nov 2013
    London, England, United Kingdom
    Following 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.
  • Principal Investment Management
    Direct Investment Team Assistant
    Principal Investment Management Dec 2010 - Jul 2012
    Sevenoaks, England, United Kingdom
  • Entrust Private Wealth Management - Perth, Australia
    Compliance Manager
    Entrust Private Wealth Management - Perth, Australia Aug 2002 - Oct 2009
    Accountabilities-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

Financial Services Training Insurance Internal Controls Business Process

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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