Samuel Chan
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Samuel Chan Email & Phone Number

Fund Operations & Oversight Associate | Asset Servicing | Passionate about Corporate Wealth Services | at Equity Trustees
Location: Croydon, Victoria, Australia 3 work roles 1 school
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Current company
Role
Fund Operations & Oversight Associate | Asset Servicing | Passionate about Corporate Wealth Services |
Location
Croydon, Victoria, Australia
Company size

Who is Samuel Chan? Overview

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Quick answer

Samuel Chan is listed as Fund Operations & Oversight Associate | Asset Servicing | Passionate about Corporate Wealth Services | at Equity Trustees, a company with 254 employees, based in Croydon, Victoria, Australia. AeroLeads shows a matched LinkedIn profile for Samuel Chan.

Samuel Chan previously worked as Associate Operations and Oversight at Equity Trustees and Managed Funds Officer at Nab. Samuel Chan holds Bachelor Of Accounting And Bachelor Of Banking And Finance, Accounting, Banking And Finance, Marketing from Monash University.

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Equity Trustees

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Profile bio

About Samuel Chan

An asset servicing professional specializes in fund operation and management. Responsibilities include handling day-to-day tasks such as filing paperwork and assisting with fund operations, setting up investment schemes, managing expenses, and maintaining accurate records. Additionally, improving business processes, maintaining good relationships with stakeholders, ensuring compliance with regulations, supporting the team, and participating in projects.

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Samuel Chan's current company

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Equity Trustees
Equity Trustees
Fund Operations & Oversight Associate | Asset Servicing | Passionate about Corporate Wealth Services |
australia
Website
Employees
254
AeroLeads page
3 roles

Samuel Chan work experience

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Associate Operations And Oversight

Current

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.

Apr 2024 - Present

Managed Funds Officer

Nab

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.

Apr 2021 - Apr 2024
Team & coworkers

Colleagues at Equity Trustees

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1 education record

Samuel Chan education

FAQ

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What company does Samuel Chan work for?

Samuel Chan works for Equity Trustees.

What is Samuel Chan's role at Equity Trustees?

Samuel Chan is listed as Fund Operations & Oversight Associate | Asset Servicing | Passionate about Corporate Wealth Services | at Equity Trustees.

Where is Samuel Chan based?

Samuel Chan is based in Croydon, Victoria, Australia while working with Equity Trustees.

What companies has Samuel Chan worked for?

Samuel Chan has worked for Equity Trustees, Nab, and National Australia Bank.

Who are Samuel Chan's colleagues at Equity Trustees?

Samuel Chan's colleagues at Equity Trustees include Travis Goudie, Shiv Singh, Emma Naughton, Lydia De Saram, and Leonard Li.

How can I contact Samuel Chan?

You can use AeroLeads to view verified contact signals for Samuel Chan at Equity Trustees, including work email, phone, and LinkedIn data when available.

What schools did Samuel Chan attend?

Samuel Chan holds Bachelor Of Accounting And Bachelor Of Banking And Finance, Accounting, Banking And Finance, Marketing from Monash University.

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