Jad Sadi Email & Phone Number

Sydney, NSW, AU

Sydney, New South Wales, Australia

Sydney, New South Wales, Australia

• Ensuring client monies (trust account reconciliation) isperformed daily within the prescribed regulatory guidelines.
• Ensuring timely lodgement of cash equity margining paymentswith ASX CLEAR.
• Ensuring efficient booking practices occur daily with minimalpositions held in suspense.
• Support of client data maintenance/off market stockmovements.
• Oversee the management of the accumulation and entrepotsettlement HINS to ensure FinClear meets daily settlementobligations.
• Ability to efficiently troubleshoot by performing data analysisvia the FinClear reporting and analytics platform (JASPER).

Sydney, Australia

• Manage ETO Trades, Cash Margins and collateral positions on behalf of Advisors
• ETO reporting and generation for ad-hoc requests
• Ensure no trade breaks as part of daily ledger reconciliation
• Manage relations with the internal and external stakeholders and be the first point of contact for any options / Derivatives related queries
• Ensure the End of Day options process is carried out smoothly, following up with the Advisers for any missing allocations/breaks as required
• Liaise with external stakeholders to ensure timely acceptance of Give-Up Trades

Melbourne, Australia

-Accurate booking of institutional and retail trades and confirmations-Interpreting, investigating and resolving any daily exceptions, errors and rejection reports-Investigating, resolving and responding to any client queries and requests from other departments.-Daily ETO reconciliation for JbWere and Nabtrade-Managing Margin and Collateral positions on.

Sydney, Australia

-Managed and escalated client complaints in a timely manner-Regularly reviewed calls for quality and coaching purposes -Maintained call and workflow records for performance management purposes-Worked with team members to meet individual KPI’s- Conducted one on one coaching and training sessions and providing regular feedback on Team Member performance.

Melbourne, Australia

Initially a Secondment in Sydney till March 2016 where the role became full time.-Took new concepts and applied them in tandem with current systems and procedures -Created all the new process documentation necessary for launching and maintaining advisory platform-Ran Multiple training sessions across Melbourne and Sydney for all relevant stakeholders.

Sydney, Australia

- To provide proactive and timely support for call taking agents, settlements team, technical team, dispute resolution team & the designated trade representatives- Manage and respond to escalated issues, communicate resolution to clients, escalate unresolved issues to Dispute resolutions team- Provide Subject Matter Expertise to Front Office agents.

Sydney, Australia

-Respond via phone and email to client inquiries-Resolve client technical issues promptly-To provide an exceptional and positive client experience by ensuring all customer queries are managed effectively, whilst ensuring adherence to industry best practices and guidelines.

Sydney Area, Australia

-Provide exceptional customer service to CommSec customers in areas of CommSec products, services and trading enquiries-Take ownership and follow up on client issues and always ensure commitments are met-Accept and place client order instructions by phone-Assist clients with general enquiries regarding their CommSec accounts/process (Administration of.

Sydney Area, Australia

-Responding to complex market and/or product queries-Providing information on IPOs -Maintain data integrity in the CRM and assist with migration of client information to new systems. -On-going maintenance of existing client portfolios including changes to account instructions and personal details -Provide accurate information on the functionality of the.

United Arab Emirates

part-time teller

Master'S Degree, Commerce - Concentration In Banking And Finance

Bachelor Of Business Administration (B.B.A.), Accounting And Finance