Roweena Richard Email & Phone Number

Sydney, New South Wales, Australia

As an Equities Analyst at CommSec -- I serve as the initial contact point for our customers, building strong relationships through meaningful conversations. -I identify and resolve customer issues with effective problem-solving skills, ensuring positive outcomes. - I educate clients on our products, services, and processes, simplifying complex issues for better understanding. - My role at CommSec, a market-leading trading platform, involves delivering exceptional customer service and supporting clients' investment portfolios. - I am passionate about helping customers and have a genuine interest in financial services and equity markets.

Sydney, New South Wales, Australia

- Greet customers and take orders.- Calculate order amounts and input into the sales system.- Ensure hot prep is done in time for store opening.- Preparing customer orders.- Provide excellent service to customer orders.

Bengaluru, Karnataka, India

- Worked as a Pre-Kindergarten and Kindergarten teacher.- Took charge of day to day activities of the school as and when required. This included administration activities like admissions, accounts, training and staff allocation

Bengaluru, Karnataka, India

Fund Accounting Services : - Calculation of NAV’s for SGAM, Money market, MENA and Ocean Funds.- Booking of instruments (Futures, options, CDS, Hedging and Term Deposits)- Settlement of Bond and Equity Funds.Quality Control- Quality Control for Back office operations consisting of 10 plus tam- incorporated and developed time tracking tool along with IT teams.- Root Cause Analysis for time consuming activities.- Introduced a head count model based on time tracking.- Teams included were Expense, Procurement, market data, IT security, KYC, Fund accounting and HR Teams.

Bengaluru, Karnataka, India

Equity Settlements - Prematching and Fails Chasing of Equity Trades in European, Euroclear, DTC, Canada and Asia Pacific accounts- Depot transfers.Asset Servicing - Dividend Payments and Receivables - Reconciliations- Trade Amendments- Risk Controls.

Bengaluru, Karnataka, India

Prime Brokerage and Equity Settlements.Prematching, Settlement and fails chasing of Prime Brokerage Equity Trades (European, Euroclear, Asia Pacific).Dividends - - Preparation of Dividend claims. Emailing and Faxing of Claims.- Receivable and Payable (via SWIFT) Dividend Claims - Chasing counter-parties for Dividend payments. - Reconciliation of Receivable and PaymentsContract Risk Management.- Clearing of Tasks which was raised due to incorrect trade booking.

Business Administration, Business Administration And Management, General

Bachelor Of Commerce - Bcom, Business, Management, Marketing, And Related Support Services