Managing a team of industry experts in Global Benefits Reinsurance Managing Maxis Global Pool and Captive Campaigns Liaising with Members and Sales teamsWorking with Client analysis and Member AnalystChairing meetings with Managers / members and board of directors.Reviewing RepotsWorking with change management to help improve our servicesWorking alongside Reinsurance and Data Managers to deliver exceptional service to our clientsDirect point of contact for Client ReportingExhibit A and C Claims uploads

Working with the Project manager to establish a smooth transition of Investment Management Clients (Fund Administration) across to RBC Global Fund Platform. Dealing with Investment Managers / Onboarding Team and Legal Departments.Since working at RBC, I have also undertaken various roles whilst working at RBC I&TS team to assist with the Daily BAU and any Excel related tasks.• Managing the GFP migration processes for Transaction Management• Assist in the planning of the migration with Onboarding / MFEX and TA’s• Coordinate delivery with the Onboarding teams / MFEX & KL• Preparing Runbook and chairing meeting with various stakeholders• Report TA account setups to the Investment Mangers • Resolving problematic TA setups.• Process the Fund Migrations Transfers• Analysis the eligibility of Funds for transfer to MFEX• Creating a client communication channel • Produce of Transactional Reporting teams Monthly KPI and STAT • Production of the Fund Transitions MI • Arranging POA changes with the TA for Investment Mangers• Nominee setup for RBC nominees Fund Accounts with the TA• Testing / Signing off Transaction Management procedural processes• Assist in the project management with the Project Manager (Application Setup / BOR / TLM Setups)• Assist the rest of the Team with Excel processes as required using my Advanced Excel Expertise.

My role was a FTC for 3 months to organise the flow of Operations so the IPO trades could be processed efficiently and accurately, and aligning the procedures for Brokers Transfers and Deal Book Creations.• Working as the Team Lead on Registration Team• Dealing with Broker Directly to agree asset Transfers• Compiling Business Process and Procedures to enhance the operational process• Deal Book Creation and QC• Placing Instructions• STATS and MI Reporting

Management / Leadership• Managing a team of 7• Performance Review• Four Eye-checking Verifications• Nominee Director • Audit / Incident Reporting• Transaction Reporting / ISEM • ISA COMM Reporting• Section 18 Reporting• Payments / Cheque Authorisation• MI and KPI reporting• Maintaining Office Procedures, and making sure they adhere to the SLA’s• Manage Internal and change of ownership transfers for transactional Reporting (MiFID II).• Advice Fee Processing for our External and Internal Advisor• Reconciliation of Close Discretionary Fund and Corporation of Lloyds AccountsClient Data • Implemented new team's On-boarding program, to assist in Client Take on• Setting up new HNW Accounts for Private Client / Trust / Corporate / Charities / Pension Scheme / Inheritance Tax Accounts• AML and KYC verification for all account structures• FATCA, CRS & LEI Verification• Managing the QI Custody pool for the Clients (W8BEN / W8BENE / W9 / W8-IMY)• Online Client Setups• Producing Initial Fee / Quarterly Ongoing Fees• Liaising with vulnerable Clients• Managing the Deceased process and probate uplift in line with the IHT requirementsPortfolio Management• Manage and control all HNW client Certificated / Dematerialised in specie transfers across all Asset classes / Equities / Fixed Income / Funds.• Safe Custody of certificated Holdings• In Specie Transfer of Client Portfolios • Closing Process for Account• Deceased Process • ISA & JISA Transfer• ISA Yearly Subscriptions.• Deceased account maintenance and APS Transfers.Client Reporting• Production of Quarterly Packs for all client types• Production of Half Yearly Tax Packs / CGT Reviews• Daily Pricing / Quarterly Pricing for NAV and Manual prices• Performance Reviewing of Pack Data• Management and Advice Fee Checking• Negotiation arrangement with external print providers for pack production• Distribution of Quarterly and Half yearly Packs

I joined Singer & Friedlander and the Reconciliation manager which I managed a small team of four, for the daily and Monthly reconciliations. I then moved role to ISA and Portfolio administrator to actively transfer in our out Portfolios from other Asset Managers, the team was then merged with Settlements, which I became the Deputy Team Leader and dealt with all settlements related queries and processesManager – Reconciliations• Experience of cash, stock and exposure reconciliations across internal systems and with external partners• Daily Client Money Reconciliation• Monthly Stock Reconciliation for OEICS / UCITS • Daily Crest Reconciliation• Daily Euroclear Reconciliations• Monthly Physical Reconciliations• Responsible for Audit communication and process queries• identify priority issues• Monthly Stock Reconciliations• Safe Custody ReconciliationsDeputy Team Leader – Settlements / ISA Administration• Payment Processing and error rectifications• ISA Transfers• Deputy to the Team Leader, which require cover of 9 individuals• Settlement Administration using Oasis Global for DVP and RVP• Off Market Transfers via Crest GUI and Traffic• Working Closely with the HNW Investment Manager to deliver a better Client Experience• SIPP opening and IPS Switching• Portfolio Transfers – Initial Fee processing / Asset Transfers / Opening Val’s• Closures Processing – Closing Fees / Advice Fee / Asset Transfers• Deceased Processing – Probate Uplifts / Valuations• Security Setup and Maintenance• Dealing with Client communication and front office queries• Processing stock conversions to different classes for our Nominee• Implement and delivered and external Custody Switch• Monitoring Failed Trade, and resolving breaks.• Processing DVP & RVP trades

Working on the Cash Management team, I was involved in the processing of payment queues for all Global and UK Payments• Delivered an exceptional level of service to each customer by listening to concerns and answering questions.• Monitored multiple databases to keep track of all company inventory.• Responsible for CHAPS & SWIFT payments • A global company with business network around the world transfers cash balances accumulated• Providing service which will help you achieve economy of scale as it covers the transactions around the world.• Responsible for daily reconciliation and payment notification