Aymee Sly
Account Manager at Complii FinTech Solutions Ltd- Claim this Profile
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Topline Score
Bio
Credentials
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Agile Foundations
LinkedInMar, 2022- Nov, 2024 -
Managing Projects with Microsoft Teams
LinkedInMar, 2022- Nov, 2024 -
Managing a Customer Service Team
LinkedInMar, 2022- Nov, 2024 -
New Manager Foundations
LinkedInMar, 2022- Nov, 2024 -
RG146- Securities
Kaplan Professional
Experience
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Complii FinTech Solutions Ltd
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Australia
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Software Development
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1 - 100 Employee
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Account Manager
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Dec 2022 - Present
As an account manager at complii I’m responsible for proving clients with a digital platform designed to meet AFSL holders operational needs. Complii not only provide compliance tools but adviser bid and corporate highway for corporate deals, think caddie, staff trading and risk management. Primary markets and registry direct compliment the business as well as many more services and modules available. It’s a platform built by brokers for brokers. As an account manager at complii I’m responsible for proving clients with a digital platform designed to meet AFSL holders operational needs. Complii not only provide compliance tools but adviser bid and corporate highway for corporate deals, think caddie, staff trading and risk management. Primary markets and registry direct compliment the business as well as many more services and modules available. It’s a platform built by brokers for brokers.
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NSW Police Force
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Australia
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Law Enforcement
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700 & Above Employee
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Communications Specialist
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Aug 2019 - Jan 2023
Working in the Communications and Security Command providing 24/7 support to frontline police using modern/contemporary and effective communications and business technology systems. As a Communications Officer my primary role is Police Dispatch which is responsible for tasking and coordinating activities of police vehicles responding to incidents. The role also processes urgent Triple Zero and non-urgent telephone calls providing timely information to operational police to enable appropriate action to be taken. In 2020 calls increased from 10% to 30% of the states emergency calls for the police. I was awarded a NSW Premier Commemoration for work during the 2019/2020 Bush Fires. This is a rewarding position giving back to the community and servicing them during emergency situations. The role highlighted my ability to be professional and calm in high pressure situations.
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Financial Operations
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Nov 2016 - Aug 2019
Providing budgeting and financial operations to family business in Holiday membership. Booking, managing and providing budget and cost analysis of roadshows. Planning and assisting in preparing financial reports. Building a profitable business until the business was sold back to the parent company 6 months before Covid outbreak. Providing budgeting and financial operations to family business in Holiday membership. Booking, managing and providing budget and cost analysis of roadshows. Planning and assisting in preparing financial reports. Building a profitable business until the business was sold back to the parent company 6 months before Covid outbreak.
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Contractor
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Oct 2017 - Feb 2018
Engaged on a short-term contract to onboard up to 100 new staff within the Private Bank in Macquarie’s Banking and Financial Services sector. Involved, engagement with recruitment team, end to end procurement, onboarding and training of systems. Engaged on a short-term contract to onboard up to 100 new staff within the Private Bank in Macquarie’s Banking and Financial Services sector. Involved, engagement with recruitment team, end to end procurement, onboarding and training of systems.
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Associate Manager, Online Trading Consultant
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Aug 2010 - Nov 2016
Online trading consultant for Macquarie Prime, Providing client service and relationship management to direct clients and advisers Liaising with retail and professional clients, registries, accountants, and other financial service areas. IRESS and IOS trading in Australian equities, CFDs and short selling. This requires high pressure, time sensitivity and accuracy. Risk management and escalation when required. Providing client reporting on cash and portfolio accounts, opening accounts, off market transfers, direct debit, credit, and withdrawals. Credit applications for margin lending - referral and cross selling of other products offered by Macquarie. Assisting and training clients with online access. Educating and training new staff. Providing support and assistance on projects including the migration of clients to the new trading system. Exposure to the Macquarie Wrap including executing trades for clients under the wrap product.
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Commonwealth Bank
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Australia
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Financial Services
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700 & Above Employee
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Operations Manager
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Apr 2009 - Jul 2010
In this position I was employed as an Operations Manager within the Banking Specialists area of Business and Private Banking at CBA. Some of the duties I am required to undertake are as follows:- • Financial analysis of the banking specialist’s revenue and expenses • Provide analysis of weekly activities for management. • Monitor of referrals with the online system • Ensure learning compliances are completed for all sales specialists • Project management when implementing new procedures and systems. • Liaising with internal and external stakeholders on a range of different issues. • Management of assets being charged to different cost centers within the group. • Other adhoc duties when required
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Macquarie Group
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Australia
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Financial Services
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700 & Above Employee
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Adviser Assistant
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Apr 2007 - Nov 2008
Adviser Assistant – Macquarie Private Wealth Assistant to Senior Investment Advisors with a strong client base of professional/sophisticated investors managing large stock portfolios.• Liaising with retail and professional clients, registries, accountants and other financial service areas.• IRESS and IOS trading including: entering trades, obtaining reports, monitoring market movement and research for key trade ideas. • Maintaining client portfolios in Microsoft Excel with links to feed from IRESS to provide real time reporting.• Keeping clients informed as to analysis done for companies within their portfolio• Advising clients on corporate actions including IPO’s, Placements and Offers.• Account opening applications for Full Service Stock Brokering accounts, Margin Loans, Term Deposits, Cash Management Trusts and other investment applications for clients. • Organising Off Market Transfers, Direct Debit/Credit, Withdrawals • Compliance monitor ensuring ASX Market Rules, Corporations Act, ASIC and Macquarie’s policies and procedures are adhered to in all transactions. • Liaising with clients and back office to ensure smooth settlement of all trades. • Assisting clients with online access.
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Desk Assistant/ Executive Assistant
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Jun 2005 - Apr 2007
Support for traders and account managers on a large institutional Securities Dealing Desk consistently ranked number 1 in Australia with a team 50 strong. Key responsibilities included:- • Executive Assistant to Executive Director (Head of Australia and New Zealand Sales). • Managing the smooth running of an extremely busy dealing room ensuring all client calls are handled in a prompt and professional manner.• Placating disgruntled clients where necessary.• Production of a daily trade report, identifying key stocks where the firm had potential to do further business. • Running Domestic Roadshows• Liaising with research to ensure a united front between the sales desk & analysts • Events management, everything from small lunch entertainment through to larger events with 50+ guests• Organising offshore marketing trips for the sales team • Expense management & AMEX processing through Accounts Payable.• Diary and email management for Executive Director.
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Desk Assistant
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Sep 2003 - May 2005
Administration for the Information Technology team and on occasion the Futures front office trading team. Assistance with expense reconciliation, onboarding new staff and general administration duties.
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Education
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2008 - 2013
Charles Sturt University
Bachelor, Business (Finance) -
2011 - 2011
Kaplan Professional
Margin Lending and Geared Investments, Banking, Corporate, Finance, and Securities Law -
2010 - 2010
Kaplan Professional
ADA1, Accredited Deriviates -
2010 - 2010
Kaplan Professional
Risk Management, Banking, Corporate, Finance, and Securities Law -
1994 - 2000
Menai High School
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2008 -
Kaplan Professional
Entry Level Competencies, Banking, Corporate, Finance, and Securities Law -
2001 -
TAFE NSW
Diploma, Legal Services
Community
