Sephorah Emery Email & Phone Number

Gauteng, South Africa

Cape Town

Gauteng, South Africa

- Plan and monitor the day-to-day running of business to ensure smooth progress.- Liaise with the board of directors to make decisions for operational activities and set strategic goals.- Dealing with SARB applications and complex exchange control enquiries.- Evaluate regularly the efficiency of business procedures according to organizational objectives and apply improvements.- Oversee customer support processes and organize them to enhance customer satisfaction.- Revise… Show more - Plan and monitor the day-to-day running of business to ensure smooth progress.- Liaise with the board of directors to make decisions for operational activities and set strategic goals.- Dealing with SARB applications and complex exchange control enquiries.- Evaluate regularly the efficiency of business procedures according to organizational objectives and apply improvements.- Oversee customer support processes and organize them to enhance customer satisfaction.- Revise and/or formulate company policies and promote their implementation.- Manage relationships/agreements with external partners/ referrers.- Ensure that the company runs with legality and conformity to established regulations.- Manage relationships with key clients.- Oversee the payments team and ensure the team is working 2 days in advance.- Oversee the dealing desk and ensure trades are being settled timeously and there are little to no rollovers.- Oversee the accounts team and onboarding to ensure the company and the bank is in line with promised SLA’s.- Assist where necessary when the team is busy or short staffed.- Perform KPI’s with the team twice a year and monitor progress to provide helpful feedback.- Provide training where necessary.- Oversee New Business Development to reach monthly + yearly targets.- Co-ordinating leave for staff and keeping records.- Reconciliation and finalisation of the monthly profit margin with ourpartner banks.- Liaised with Exchange Control on any complex payments/enquiries. Show less

Johannesburg Area, South Africa

- Compile financial market research for Daily Reports.- Expand relationships with the business's client portfolio.- Trade Spot and FEC's.- Accurately trade and record all foreign exchange deals.- Manage the FX Payments and Dealing team to ensure accountability, delivery and effectiveness.- Preparing SARB Applications.- Signed off all FX Cross Border Payments daily within strict guidelines.- Actively monitored our onboarding process for clients signing up… Show more - Compile financial market research for Daily Reports.- Expand relationships with the business's client portfolio.- Trade Spot and FEC's.- Accurately trade and record all foreign exchange deals.- Manage the FX Payments and Dealing team to ensure accountability, delivery and effectiveness.- Preparing SARB Applications.- Signed off all FX Cross Border Payments daily within strict guidelines.- Actively monitored our onboarding process for clients signing up andassisted in the account opening department.- Performed KPI's with the team and monitored their progress.- Liaised with our partner banks on behalf of our mutual clients.- Created procedures for IVS documents to be marked off efficiently.- Captured BOP forms when necessary if the team was short staffed.- Liaised with Exchange Control on any complex payments/enquiries.- Ensuring all functions on the desk are closely monitored in terms ofcompliance.- Have meetings with the team and provide weekly feedback to my directors on the functions I oversee.- Co-ordinating leave for staff and keeping records.- Reconciliation and finalisation of the monthly profit margin with our partner banks.- Kept updated records on any renewals for SARB applications and remindclients in advance.- Liquidated and extended forward contracts, when necessary, as requested by clients. Show less

Johannesburg Area, South Africa

- Trade Spot and Fwd foreign exchange.- Accurately trade and record all foreign exchange deals.- Internal payments checking process team- Maintain professional etiquette in dealing.- Communicate with Bank's exchange control and keep updated on new regulation from The SARB.- Run daily for all trades.- Keeping abreast of Compliance (FICA and FAIS) requirements- Ongoing placing and removal of market orders + watch lists for clients.

Johannesburg, Gauteng, South Africa

- Complying with FICA and FAIS regulation.- Acquiring all relevant documentation from corporate and private clients for new accounts.- Processing all required documentation to our respective banking partner for account activation.- Created filing systems and tracking of new accounts.- Keeping efficient and updated lists of all accounts activated.- Created a payments booking process for all clients to use and follow.- Generated BOP transaction forms for our clients and… Show more - Complying with FICA and FAIS regulation.- Acquiring all relevant documentation from corporate and private clients for new accounts.- Processing all required documentation to our respective banking partner for account activation.- Created filing systems and tracking of new accounts.- Keeping efficient and updated lists of all accounts activated.- Created a payments booking process for all clients to use and follow.- Generated BOP transaction forms for our clients and processed FX payment details to our banking partners.- Followed FIFO methods and kept clients updated on their payments until completion. Show less

- Sole Insurance Partner of Liberty Life.- Load all new business and amendments on Blue Print online.- Add all relevant and necessary FAIS documentation to the Vault.- Keep filing system organised and updated.- Complying with all FICA and FAIS regulation.

Ruimsig