Jackson Wong Email & Phone Number

Australia

Sydney, Australia

• Monitoring and processing elections received for Securities Borrowing & Lending book for Australia and New Zealand market
• Liaising with Traders to mitigate risk in relation to Rights Issue and notifying them of any profitable Arbitrage opportunities
• Managing all non-dividend Corporate Actions event and sending out Counterparty notification
• Reconciling positions with the Custodian vs system holdings
• Calculating withholding taxes for offshore counterparties to ensure the correct Manufactured Dividend is paid out
• Answering queries from Middle Office related to Corporate Actions

Sydney Area, Australia

• Processing Corporate Action request such as IPO, Share Purchase Plan and Rights entitlement.
• Reconciling cash received from dividends and return of capital.
• In-depth analysis of the process, identifying the areas of improvement and taking necessary actions such as automations and quality checks for value addition to the company.
• Main point of contact and handing complex client queries.
• End of year dividends tax finalisation.
• Training new team members.

Sydney, Australia

• Setting up new term deposit account
• Processing term deposit maturities, withdrawals, and rollovers
• Cash reconciliation
• Updating existing procedures and implement process improvements
• Main point of contact and handing complex client queries.
• Cross trained to assist Financial Control team with International FX Deals.

Sydney, Australia

• Processing and authorising FX Deals for overseas Telegraphic Transfers
• Investigating failed transfers and handling enquiries
• Client account maintenance, processing domestic transfer and depositing cheques