Samuel Chan Email & Phone Number

Melbourne, Victoria, Australia

Fund Administration:- Complete regular operational tasks, including filings with service providers and regulatory authorities.- Assist in setting up managed investment schemes and ongoing fund operations.- Demonstrate flexibility and organizational skills in managing various tasks.- Support fund-related expenses and invoices.- Administer records and provide accurate data to internal and external parties.- Participate in projects and support the team as needed.Business Process:- Document procedures and suggest improvements.- Maintain procedure documentation.- Contribute to process improvement.Stakeholder Management:- Build strong team relationships.- Participate in broader projects.- Establish effective relationships with key stakeholders.People:- Support team members to meet reporting deadlines.- Collaborate for efficient client service.- Lead by example and promote team values.Compliance:- Ensure compliance with relevant legislation.- Manage risk and compliance within the unit.- Stay updated on industry developments.- Identify and address compliance incidents.

Melbourne, Victoria, Australia

- Processing workload efficiently, accurately and within the timescales as set out in service level agreements, service standards and performance targets, utilising systems/equipment as required, in order to provide internal and external customers with a high quality service- Queries allocated in the respective team email inbox are acted on efficiently and effectively, seeking to maintain effective working relationships at all times- Escalating problems or issues that may impact the quality of service provided and ensure corrective action is taken- Working as a team to ensure quality control is maintained as a collective unit and continuity of coverage between team members for absences- Managing risk, by operating within the team’s control framework, following all instructions and meeting all compliance obligations

800 Bourke Street, Docklands, 3008