Ryan Connon Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

• Execute trade instructions from investment managers, incorporating order placement, document completion and payment processing.
• Processing of the client’s portfolio transactions, and the finalizing of trade events as required.
• Develop and maintain relationships with investors, investment advisors / managers, administrators, banks, brokers and auditors.
• Processing corporate action share and cash events promptly and accurately.
• Reconciling Citco’s position to the market on a daily or monthly basis; carrying out investigations and taking corrective action as required.
• Validating statements and prices relating to external positions, and amend any resulting errors.

Toronto, Ontario, Canada

• Execute trade instructions from investment managers, incorporating order placement, document completion and payment processing.
• Processing of the client’s portfolio transactions, and the finalizing of trade events as required.
• Develop and maintain relationships with investors, investment advisors / managers, administrators, banks, brokers and auditors.
• Processing corporate action share and cash events promptly and accurately.
• Reconciling Citco’s position to the market on a daily or monthly basis; carrying out investigations and taking corrective action as required.
• Validating statements and prices relating to external positions, and amend any resulting errors.

Toronto, Ontario, Canada

• Develop Statistical Analysis and reports on the number of complaints made compared to decisions processed.
• Program planning for multiple departments in order to reach company objectives.
• Attend to customer queries (telephone, email and face-to-face meetings).
• Conduct minutes on all Complaint Officer Board meetings.
• Submit and reconcile expense reports to complainants’ attending ICRC meetings (Inquires,
• Complainants and Reports Committee)

Jersey, United Kingdom

• Financial planning to determine which investment companies’ to allocate the client’s capital.
• Coordinate with Finance Director to prepare manual checks, expense reports, and invoices.Distribute the companies’ administration fees to the appropriate branch.
• Conducting and monitoring income distributions to more than 150 clients.
• Multiple Data/ Entry Processing of new clients.
• Performing compliance reviews on new and existing clients’ monthly, quarterly and annually depending on risk rating.
• Interconnecting with investors to complete quarterly reviews to monitor the client’s asset growth.

Sydney, New South Wales, Australia

• Attend to client queries through telephone and email.
• Monthly Financial reviews to analyses promotion performance.
• Conducting compliance analysis on all new customers.
• Generate financial reports to gather an understanding on which territory is more profitable.
• Prepare and monitor invoices.
• Keeping records of customer interactions, transactions, comments and complaints.

Jersey, United Kingdom

• Providing Trust Accounts to clients detailing reports of all income, expenses and distributions from the trust.
• Maintain and organize real estate documents, agreements and lease records.
• Set invoices up for payment.
• Attend to client queries (Telephone, email face-to-face meetings)..Data Entry/ Processing.
• Accurately reviewed vendor statements and processed past due invoices as necessary.
• Writing Minutes during formal meetings between the board of directors and shareholders.