John Androutsos
Head Of Back Office, Alternate MLCO at Fathom Wealth Management Advisors Ltd- Claim this Profile
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English Professional working proficiency
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Greek Native or bilingual proficiency
Topline Score
Bio
Credentials
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Anti-Money Laudering Certification
CySEC - Cyprus Securities and Exchange CommissionMar, 2022- Oct, 2024 -
5th Maritime Trends Conference
ALBA Graduate Business SchoolMay, 2017- Oct, 2024 -
Business Development Strategies, Business Week Forum
Deree-The American College of GreeceJan, 2011- Oct, 2024 -
Business E- volution, Business Week Forum
Deree-The American College of GreeceJan, 2010- Oct, 2024 -
Business at Risk, Business Week Forum
Deree-The American College of GreeceJan, 2009- Oct, 2024
Experience
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Fathom Wealth Management Advisors Ltd
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Cyprus
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Investment Management
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1 - 100 Employee
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Head Of Back Office, Alternate MLCO
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May 2019 - Present
Reports (Financial, operational etc.)Analyze on a constant basis the department activity, KYC and AML proceduresManage the procedure of customers account establishment, maintenance and closuresLiaise with other departments to escalate and resolve all client issues in a timely mannerKeep track of record keeping proceduresAssist in the training of relevant staff to ensure continuing competence
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Branch Officer
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Jan 2017 - May 2019
Customer serviceManagement of external relations and communication with external associates of the companyResolving clients’ queries or service problems by clarifying the customer’s complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.Daily reports of Clients’ portfoliosUpdating and entering customer account information in the company’s database.Following up with customers on account opening requirements.Processing financial transactions (withdrawals, transfers, deposits) according to Client & Finance department’s instructionsTracking deals' profits and losses and reportFinancial AuditFinancial audit & feedbackProcessing Introducer’s Agreements and creating commission accounts accordinglyAccount opening proceduresPreparation of all Account Openings for the company in timely manner.Performing KYC procedures and ensuring that all applications are compliant with regulatory authorities and company policiesAssisting compliance with collecting and processing further KYC requirements.Ensuring that all required compliance documents have been completedProvide administrative, support and payment servicesGenerating different reports concerning number of accounts, source of accounts, financial transactions, active affiliates and introducers MarketingSocial Media managementBranding Show less
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Middle Office Manager
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Sep 2015 - Dec 2016
Generating different reports concerning number of accounts, source of accounts, financial transactions, and active affiliatesManagement of external relations and communication with external associates of the company.Preparation of all Account Openings for the company in timely manner.Performing KYC procedures and ensuring that all applications are compliant with regulatory authorities and company policies.Assisting compliance with collecting and processing further KYC requirements.Updating and entering customer account information in the company’s database.Daily reports of Clients’ portfolios.Following up with customers on account opening requirements.Processing financial transactions (withdrawals, transfers, deposits) according to Finance department’s instructions.Tracking deals' profits and losses.Provide administrative support and payment services.Resolving clients’ queries or service problems by clarifying the customer’s complaint; determining the cause of the problem; selecting and explaining the best solution to solve the problem; expediting correction or adjustment; following up to ensure resolution.Social Media management. Show less
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ERGO DESIGN
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Retail Office Equipment
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Administrative Officer
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Jan 2014 - Jun 2015
Branding Communication with Suppliers/ Offers Records management Customers feedback Cost Analysis Branding Communication with Suppliers/ Offers Records management Customers feedback Cost Analysis
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Swiss Corner
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Italy
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Restaurants
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1 - 100 Employee
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Sales Manager
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Sep 2006 - Sep 2012
Completed sales Advised customers on products Handled cash register Ensured sales areas were kept in excellence appearance Customer support Completed sales Advised customers on products Handled cash register Ensured sales areas were kept in excellence appearance Customer support
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Education
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American College of Greece
Bachelor’s Degree, Marketing/Marketing Management, General -
Private School Nea Genia Ziridis
High School