Gillian Mcdonnell Email & Phone Number

Responsible for monitoring the authorisation for both internal and external payments on a number of platforms with strict currency deadlines. • Seconded to be involved in the “Banking Project”, testing new systems which supported transitioning to a new payments platform and a new banking provider parallel to each other.• Implemented new processes and procedures as a result of system changes, ensuring that deadlines were met. • Chosen due to experience to train and supervise… Show more Responsible for monitoring the authorisation for both internal and external payments on a number of platforms with strict currency deadlines. • Seconded to be involved in the “Banking Project”, testing new systems which supported transitioning to a new payments platform and a new banking provider parallel to each other.• Implemented new processes and procedures as a result of system changes, ensuring that deadlines were met. • Chosen due to experience to train and supervise junior staff and quality check their work for errors. • Shared expertise and knowledge when representing the team at both internal and external client meetings.• Acted as subject matter expert, so became first point of contact for the outsource teams re query, problem and error resolutions.• Oversaw quality control checks ensuring all deliverables were met by partners within the India outsourced teams. • Prioritized daily work queues including allocation of tasks to team members across 4 locations. • Maintained close relationship with other TA and non TA area to answer all queries/questions settlements related.• Oversaw client fund procedures on a yearly review and signing off once all processes were accurate and up to date. Show less

Responsible for all aspects of shareholder servicing which includes processing subscriptions, redemption, transfer of shares, maintenance of the shareholder Register, dealing with investor and client queries and providing the relevant reports to investors and clients.• Worked on daily reconciliation of internal cash accounts. Received transactions via email, telephone and post and dealt with these daily within strict timelines and SOP’s (standard operating procedures.• Ensured that… Show more Responsible for all aspects of shareholder servicing which includes processing subscriptions, redemption, transfer of shares, maintenance of the shareholder Register, dealing with investor and client queries and providing the relevant reports to investors and clients.• Worked on daily reconciliation of internal cash accounts. Received transactions via email, telephone and post and dealt with these daily within strict timelines and SOP’s (standard operating procedures.• Ensured that tight deadlines on a variety of funds with all different cut off points were met within regulatory timeframes. • Set up new accounts for both investors & client ensuring accuracy. • Checked AML documents on behalf of Investors and Clients ensuring adherence to regulatory requirements.• Trained new staff members and quality checked their work.• Resolved dealing-related enquires and supplied information as requested by email, telephone, ensuring client satisfaction. • Ensured smooth transitions of client to a new system during the BOISS/NT migration in 2012 so that all data was moved successfully without adverse impact. Show less