Experience

• 

  Computershare South Africa

  • South Africa
  • Financial Services
  • 100 - 200 Employee

  • Equity Settlement Team Leader

    • Sep 2018 - Present

    Timely settlement of STRATE & custody accounts: loading. (clearing and settlement of on/off-market equity and bond transactions for controlled and non-controlled clientsManagement of pledges and releasesDematerialisation and re-materialization of share certificatesRe-registrations of investor scripRemovals and conversions for foreign clientsDaily balancing of scrip and cash accounts for controlled and non-controlled clientsMonthly broker billing for equity transactionsProcessing and settlement of money market transactionsManagement of daily SAMOS funding obligations to ensure settlement of versus payment transactions.Liaising with internal and external parties for payment instructions to be released/authorizing the release of payments on banking platforms.

  • Equity Settlement Officer

    • Oct 2015 - Aug 2018

    Ensuring that there are no BND imbalancesDematerialisation and re-materialization of share certificatesReporting on transactional activity progression within set guidelines to provide timely information for decision making in area of accountabilityIdentify and escalate potential risks which may lead to increased costsCommunication with clients on settlement problemsTrade confirmation with counterpartiesLoading of tradesDaily reconciliation of accountsInvestigating queries and problems relating to accounts Processing interest received and paid on all accounts Processing payment requisitions to fund accounts Processing of journals Processing of internal and external cash transfers General administration and filling

  • Acounts Specialist

    • Jan 2014 - Sep 2015

    Daily reconciliation of accountsInvestigating queries and problems relating to accounts Processing interest received and paid on all accounts Processing payment requisitions to fund accounts Processing of journals Processing of internal and external cash transfers General administration and filling

• 

  Sanlam

  • Johannesburg Area, South Africa

  • Values Administrator

    • Nov 2012 - Dec 2013
    • Johannesburg Area, South Africa

    Ensure that all client communication is properly filed and reaches its designated departmentas requested by the client. It includes client requests such as claims, policy amendments,complaints, commendation and matters regarding internal processes.Values AdministratorRecalculating death values, surrender values and defining various internal cases regardingcliental claims. Reconstruction of policies and making payment recommendations.Call Centre ConsultantFacilitating cliental requests, queries and processing such as amendment to personal andcontractual information including cancelations, policy information, tax certificates andfollowing up on various claims