Zack Mccormack Email & Phone Number

London, Gb

London, England, United Kingdom

As a Transfer Processing Administrator at JM Finn, I have been instrumental in managing and streamlining the transfer of client assets, ensuring operational efficiency and liaising with stakeholders both in and outside the business. My role required a high level of attention to detail, robust process management, and a deep understanding of regulatory compliance for different products and holdings that is transferred both in and out. The key roles and responsibilities my job entails;- Overseeing the end-to-end process of transferring client assets, ensuring accuracy and timeliness whilst liaising with the relevant counterparty and investment management team to manage expectations and ensuring client satisfaction.- Settling down trades to ensure minimal reconciliation breaks and CASS breaches occur, managing failing and unmatched trades in a timely manner to ensure smooth settlement of unit trusts and equities in various markets.- Checking and authorising other team members work, before this is sent out to other teams and instructions are sent to the market.- Processing and inputting transfers of a wide variety of different account and transaction types including internal movements, deceased accounts, trust accounts and account closures.- Raising BACS and CHAPS payment requests for varied cash amounts to other companies in various currencies.- Help play a vital part of the implementation of Altus Transfer Gateway highlighting operational efficiencies and workarounds during the launch of this.

London, England, United Kingdom

Whilst at Freetrade, I played a critical role in ensuring seamless asset transfers from beginning to end, as well as enhancing operational efficiency. My focus was on delivering exceptional client service, optimizing processes, and maintaining compliance with industry regulations. The key responsibilities that I held during my time at Freetrade were:- Asset Transfers: Ensuring that HMRC and FCA guidelines were adhered to when managing and executing both transfers in and transfers out ensuring accuracy and a high level of customer service.- Checking and dealing with counterparties, liaising with them on any unmatched or failed trades to reach timely settlement.- Creating, processing and monitoring transfers from beginning to end using Origo Transfer System and meeting all SLA's for all forms of account types and equities.- Looking for and implementing operational efficiencies to ensure as a team we were operating in the most smooth and best possible manner.

Cambridge, England, United Kingdom

During my time at PPD as a Commercial Financial Analyst, I played a pivotal role in driving financial performance and strategic decision-making. My responsibilities included financial planning, analysis, and reporting to support commercial operations and business growth.The key responsibilities that I held within this role were;- Financial Planning & Analysis (FP&A): Conducted comprehensive financial analysis to build and manage budgets from scratch using the companies previous experience to provide the most accurate and realistic budgets.- Cost Management: Monitored and controlled costs, ensuring alignment with budgetary constraints and financial objectives of clients.- Client Contract Analysis: Reviewed and analyzed client contracts to ensure profitability and compliance with financial goals. Going the extra mile when needed to ensure we won budgets over competitors.

Bristol, England, United Kingdom

After graduating from university during COVID, I joined retail investment platform Hargreaves Lansdown as a Investment Helpdesk Consultant. I excelled in delivering exceptional client support on various financial topics. My role allowed me to answer complex queries on investment products, managing client inquiries with a customer first approach, all whilst ensuring compliance with regulatory standards.The key responsibilities that my role included were:- Client Service: Delivered tailored investment solutions by understanding clients' financial goals, knowledge and risk profiles.- Financial Product Expertise: Gained in-depth knowledge of a wide range of financial products including account types such as ISAs, general investment accounts and SIPPs. Also gaining exposure to different asset types such as equities, unit trusts and bonds.- Customer Support: Handled high-volume client interactions, offering clear, concise, and accurate information to enhance client satisfaction. Also carrying out KYC and AML checks on new clients during on-boarding.

Birmingham, England, United Kingdom

Graduated with a 1st Class honours degree in BSc Business Finance.

Bachelor Of Science - Bs, Business And Finance, 1St

Year 1 Modules - Accounting & Finance; New Venture Creation; Managing Organisations, People & Self; Marketing Fundamentals and Economic.

A-Levels, 3 A*- D Grades

Gcse'S, 11 A*-C Grades