Sienna Cavey

Volunteer at Justice Without Borders
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Contact Information
us****@****om
(386) 825-5501
Location
Singapore, SG

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Experience

    • Singapore
    • Civic and Social Organizations
    • 1 - 100 Employee
    • Volunteer
      • 2022 - Present

    • Legal Intern
      • 2020 - 2021

      Assisted with Corporate M&A transactions, MAS Regulatory Research, Corpsec matters, Civil Litigation, Family Law, Wills and Estate probate matters. Assisted with Corporate M&A transactions, MAS Regulatory Research, Corpsec matters, Civil Litigation, Family Law, Wills and Estate probate matters.

    • Australia
    • Financial Services
    • 700 & Above Employee
    • Senior Portfolio Administrator
      • Jan 2008 - Sep 2011

      - Supporting Private Bankers with client needs including: - Opening and closing of trading accounts, process investment income, payments, redemptions and acquisitions for all clients assets. - Process requests and submit Alternative Investment Asset, Corporate Action and FX trades. - Reconciliation of client accounts and update client transactions, unit prices for client review report. - Operational due diligence of new investment opportunities. - Processing corporate actions, floats, issues, annual reports, proxy and election forms - Support monthly/quarterly portfolio and annual tax reporting. - Preparing client portfolios in relation to their tax status. - Investigate client taxation queries. Show less

  • Cube Financial Group
    • St. Leonards, New South Wales, Australia
    • Financial Planning Associate
      • Jul 2006 - Dec 2007

      - Preparation and handling of all form types including open/close and amendments. - Liaising with superannuation funds, investment funds, financial institutions and insurance companies on behalf of clients. - Reconciliation of all inbound and outbound commission trails. - Assist in preparation of client Statement Of Advice. - Coordination of company Investment education seminars and events. - HNW client portfolio reporting. - Preparation and handling of all form types including open/close and amendments. - Liaising with superannuation funds, investment funds, financial institutions and insurance companies on behalf of clients. - Reconciliation of all inbound and outbound commission trails. - Assist in preparation of client Statement Of Advice. - Coordination of company Investment education seminars and events. - HNW client portfolio reporting.

Education

  • The College of Law Australia
  • University of New England (AU)
    Bachelor's degree, Law
  • Kaplan Higher Education Academy (Singapore)
    Diploma, Law

Community

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