Katarzyna Kotapska
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Katarzyna Kotapska Email & Phone Number

SMSF Administrator at Morgans Financial Limited
Location: Brisbane, Queensland, Australia 4 work roles 4 schools
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Current company
Morgans Financial Limited
Role
SMSF Administrator
Location
Brisbane, Queensland, Australia
Company size
744 employees

Who is Katarzyna Kotapska? Overview

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Quick answer

Katarzyna Kotapska is listed as SMSF Administrator at Morgans Financial Limited, a with 744 employees, based in Brisbane, Queensland, Australia. AeroLeads shows a matched LinkedIn profile for Katarzyna Kotapska.

Katarzyna Kotapska previously worked as SMSF Administrator / Accountant at Horizon Superannuation Administration Services and Managed Service Operations Analyst at Fis. Katarzyna Kotapska holds Master'S Degree, Law And Economics Consulting from University Of Wroclaw.

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Email format at Morgans Financial Limited

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Morgans Financial Limited

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Profile bio

About Katarzyna Kotapska

Katarzyna Kotapska is a SMSF Administrator at Morgans Financial Limited. She is proficient in German and English.

Current workplace

Katarzyna Kotapska's current company

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Morgans Financial Limited
Morgans Financial Limited
SMSF Administrator
australia
Website
morgans.com.au
Employees
744
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4 roles

Katarzyna Kotapska work experience

A career timeline built from the work history available for this profile.

Managed Service Operations Analyst

Fis

Wroclaw, Lower Silesian District, Poland

I was responsible for:- Performing trade closeouts per client request with direct impact on the exchange;- Control and allocation of executed trades with direct impact on the exchange;- Performing daily and monthly reconciliations of operations core trade capture systems, CCP and brokers reports to the firms books and records;- Resolution of breaks for variety of derivative products;- Performing core collateral management tasks, which include managing margin calls, collateral booking, interest processing, payment processing;- Providing wide range of regulatory reporting with timely manner, including escalation if missing or invalid;- Processing of other post trading client operational activities;- Answering queries from execution desks and external counterparties;- Participation in process deployment, with all necessary documentation.

Jul 2019 - Dec 2019

Intern - Client Intelligence Analyst

Axa Xl, A Division Of Axa

Wroclaw, Lower Silesian District, Poland

I was responsible for:- Researching and analyzing information on companies, markets and countries;- Collating and validating client-related intelligence in the internal/external databases;- Preparing bespoke analysis for Senior Management on clients, countries, products, lines of business for conferences, strategic meetings and client visits (client packs, pre-meeting packs, client brochures etc.);- Preparing brief summaries after clients' investor calls;- Capturing Insurance/Reinsurance soft and financial data from various sources (websites, annual reports, corporate subscriptions etc.) and uploading the most relevant into the internal tool;- Preparing Weekly Digest (internal newsletter for the workers) on the market recent developments;- Being involved in Continuous Improvement - working on improving team's processes and quality.

Jun 2018 - Oct 2018
Team & coworkers

Colleagues at Morgans Financial Limited

Other employees you can reach at morgans.com.au. View company contacts for 744 employees →

AF Andrew Forsyth Andrew Forsyth Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View → JK Josie Kirkman Josie Kirkman Colleague at Morgans Financial LimitedScone, New South Wales, Australia View → HH Henniette Harmse Henniette Harmse Colleague at Morgans Financial LimitedGreater Sydney Area, Australia View → TM Tristan Macdonald Tristan Macdonald Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View → AS Antony Santomartino Antony Santomartino Colleague at Morgans Financial LimitedGreater Melbourne Area, Australia View → JM Jack Mullins Jack Mullins Colleague at Morgans Financial LimitedAustralia View → CB Christopher Briscoe Christopher Briscoe Colleague at Morgans Financial LimitedSydney, New South Wales, Australia View → TA Tristan Ahlholm Tristan Ahlholm Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View → LM Luke Mcelwaine Luke Mcelwaine Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View → AW Anthony Walsh Anthony Walsh Colleague at Morgans Financial LimitedGreater Brisbane Area, Australia View →
4 education records

Katarzyna Kotapska education

FAQ

Frequently asked questions about Katarzyna Kotapska

Quick answers generated from the profile data available on this page.

What company does Katarzyna Kotapska work for?

Katarzyna Kotapska works for Morgans Financial Limited.

What is Katarzyna Kotapska's role at Morgans Financial Limited?

Katarzyna Kotapska is listed as SMSF Administrator at Morgans Financial Limited.

Where is Katarzyna Kotapska based?

Katarzyna Kotapska is based in Brisbane, Queensland, Australia while working with Morgans Financial Limited.

What companies has Katarzyna Kotapska worked for?

Katarzyna Kotapska has worked for Morgans Financial Limited, Horizon Superannuation Administration Services, Fis, and Axa Xl, A Division Of Axa.

Who are Katarzyna Kotapska's colleagues at Morgans Financial Limited?

Katarzyna Kotapska's colleagues at Morgans Financial Limited include Andrew Forsyth, Josie Kirkman, Henniette Harmse, Tristan Macdonald, and Antony Santomartino.

How can I contact Katarzyna Kotapska?

You can use AeroLeads to view verified contact signals for Katarzyna Kotapska at Morgans Financial Limited, including work email, phone, and LinkedIn data when available.

What schools did Katarzyna Kotapska attend?

Katarzyna Kotapska holds Master'S Degree, Law And Economics Consulting from University Of Wroclaw.

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