Umiejętności
Rynki kapitałowe
Inwestycje
Microsoft Office
Raporty
Fundusze inwesytycyjne
Rynki finansowe
Języki
angielski
dobry
niemiecki
podstawowy
Doświadczenie zawodowe
Senior Treasury Analyst - Treasury Accounting, Recon Shareholder
- Support analysts in the resolution of cash and/or security breaks in a timely manner;
- Prepare applicable reporting to internal and external entities;
- Monitor aged and other exception items / breaks in the reconciliations.
- Monitor aged and other exception items / breaks in the reconciliations;
- Propose procedure revisions as weaknesses and inefficiencies are identified;
- Guide team in resolving non-routine problems and escalate to supervisor and/or manager (Ensure timely resolution of these issues considering impact to other areas and sites);
- Assistance in the planning and administration of the daily work assigned to staff in order to ensure it is completed in accordance with departmental guidelines.
- Prepare applicable reporting to internal and external entities;
- Monitor aged and other exception items / breaks in the reconciliations.
- Monitor aged and other exception items / breaks in the reconciliations;
- Propose procedure revisions as weaknesses and inefficiencies are identified;
- Guide team in resolving non-routine problems and escalate to supervisor and/or manager (Ensure timely resolution of these issues considering impact to other areas and sites);
- Assistance in the planning and administration of the daily work assigned to staff in order to ensure it is completed in accordance with departmental guidelines.
Senior Transfer Agency Associate-Customer Operations
- Performing transaction processing, quality control and reporting functions in accordance with applicable International Transfer Agency policies & procedures;
- Analyzing and solving business process issues;
- Introduction trainings for new employees and coaching inside the Team;
- Assisting in system testing and process streamlining initiatives;
- Participating and providing feedback to business process and procedural realignment projects;
- Producing and submitting timely and accurate operational reports and other data in accordance with International Transfer Agency policies and standards;
- Participating in the implementation of new global transfer agency platform;
- Creating transactions reports for banks and clients;
- Responsible for transfer of process and workflow of financial transactions from Frankfurt office;
- Giving workflow improvement ideas, updating and creating related policies and procedures;
- Analyzing and solving business process issues;
- Introduction trainings for new employees and coaching inside the Team;
- Assisting in system testing and process streamlining initiatives;
- Participating and providing feedback to business process and procedural realignment projects;
- Producing and submitting timely and accurate operational reports and other data in accordance with International Transfer Agency policies and standards;
- Participating in the implementation of new global transfer agency platform;
- Creating transactions reports for banks and clients;
- Responsible for transfer of process and workflow of financial transactions from Frankfurt office;
- Giving workflow improvement ideas, updating and creating related policies and procedures;
Office Administration Assistant
- dealing with office administration and documents preparation;
- direct cooperation with advertising agencies;
- contact with clients and external supporting companies, corporate events organization;
- direct contact with Executive Board;
- direct cooperation with advertising agencies;
- contact with clients and external supporting companies, corporate events organization;
- direct contact with Executive Board;
Szkolenia i kursy
Course in human resources and payroll - Polkadr - Consulting Group, Szczecin.
Multiple trainings within Franklin Templeton Investments in following fields:
finance (capital markets, fund investments, Forex, etc.),
soft skills (Communication Styles, Professional Skills Development, Lean Management).
Multiple trainings within Franklin Templeton Investments in following fields:
finance (capital markets, fund investments, Forex, etc.),
soft skills (Communication Styles, Professional Skills Development, Lean Management).
Edukacja
Specjalizacje
Finanse/Ekonomia
Księgowość
Finanse/Ekonomia
Rynki kapitałowe
Human Resources/Zasoby ludzkie
Rekrutacja/Employer Branding
Human Resources/Zasoby ludzkie
Zarządzanie HR
Zainteresowania
muzyka instrumentalna, kino, rower