Joe Ferriso Email & Phone Number

Wellington Region, New Zealand

Reporting to the Finance Manager, processing invoices to meet our payment terms, reconciling supplier accounts and statements and resolving supplier queries. Process payments runs and manage the invoice scanning solution.

Wellington, Wellington Region, New Zealand

Finance Department - Accounts Payable

Level 8, 22 Willeston Street Wellington

The Public Trust provides enduring, comprehensive trustee and estate management services. I managed a team of experienced Senior & Associate Trustee's.The team and I provided clients with estate planning, advice and solutions for Wills, Enduring Powers of Attorney, Trusts and Estate Management.

2 Hunter Street, Wellington, New Zealand

I managed a team of seven staff who are responsible for the New Zealand Direct Custody and Clearing Services of J.P. Morgan Chase.The Operational areas of the New Zealand Direct Custody business includes Corporate Actions, Settlements, Tax, Middle Office, Reporting and project work.

318 Lambton Quay Level 12

Managed a team of 4 staff and my key responsibility was to ensure the efficient & timely administrative support for the Wealth offering provided to Westpac high valued clients.The WRAP Operations team carried out a number of specialist functions that included; implementing & administering managed funds, fixed interest & equity investments, quality control.

256 Lambton Quay

Managed a team of 10 staff, responsible for the daily workflow, operational functionality, processes and controls for FNZ New Zealand and FNZ Australia wrap clients. The products covered include equities, fixed income, managed funds, cash and F/X across New Zealand and International markets.

88 The Terrace Level 1 Wellington

Managed a team of 14 staff, managing the day to day Client Support Operations and all settlement services, investment processing and reconciliation functions for ANZ Private Banking and Wealth. We provided an efficient and quality investment administration, reporting and custody service for our ANZ Private Banking Wealth clients.

Wellington

Managing a team of five staff, my responsibility was to ensure the day to day transactional settlement and reconciliation for all equity, fixed interest and F/X trades via NZ Clear (formerly Austraclear) & BaNCS (formerly Faster).

Wellington

Responsible for a team of 12 staff that handled the administration of all UDC investment products as well as assisting with pricing and funding. I also managed the UDC call centre for our online cash account clients.

Lower Hutt & Wellington

New York