Umiejętności
Księgowość
Kolekcje
Lotus Notes
Microsoft Excel
Microsoft Word
RightFax
SAP
Praca w zespole
pomoc techniczna
Testowanie
Transfer Agency
Obsługa klienta
ArcStore
ECMS
Innfomediary
Języki
polski
ojczysty
angielski
biegły
rosyjski
dobry
włoski
podstawowy
Doświadczenie zawodowe
Transfer Agency Representative II
Brown Brothers Harriman
• Coordinating calendar project and reconciliation with Fund Accounting
• Providing business and technical support for incoming issues raised by Operation team and/or passing the cases to development team for investigation.
• Daily support of Transfer Agency applications
• Performing attestation of different applications
• Interviewing candidates for new joiner roles in TA Production Support
• Training new joiners
• Providing business and technical support for incoming issues raised by Operation team and/or passing the cases to development team for investigation.
• Daily support of Transfer Agency applications
• Performing attestation of different applications
• Interviewing candidates for new joiner roles in TA Production Support
• Training new joiners
Transfer Agency Representative
Brown Brothers Harriman
Responsibility for supporting TA service line in global environment (amending fund set up in the system, releasing reports, testing settings of funds and reports, performing fund reconciliation), Managing daily inquiries from internal and external users, Requesting and granting access for TA users to programs and applications necessary in daily work,Setting up new users ( Security coordinator role), Supporting new roles, projects and teams in Krakow office- training in Luxembourg (December 2012- Calendar project support) and in Dublin (April 2013- Transaction Processing support)
Credit and Collection Analyst / Collection & Receivables Department
Checking account balances, outstanding items and providing all necessary information to the client
Monitoring potential issues arising on an account, collecting customer completes and make appropriate actions to resolve arising issues
Performing daily, monthly and quarterly reporting on accounts situation
Reporting status of outstanding positions,
Keeping track with all respective payment transactions
Dealing with all payment interruption to avoid delays in applying or unnecessary dunning notices
Monitoring potential issues arising on an account, collecting customer completes and make appropriate actions to resolve arising issues
Performing daily, monthly and quarterly reporting on accounts situation
Reporting status of outstanding positions,
Keeping track with all respective payment transactions
Dealing with all payment interruption to avoid delays in applying or unnecessary dunning notices
Szkolenia i kursy
Accounting course
Customer Care
Assertiveness
Effective Stress Handling
Excel Intermediate
Collection Techniques
DISC- Discover yourself and others
Customer Care
Assertiveness
Effective Stress Handling
Excel Intermediate
Collection Techniques
DISC- Discover yourself and others
Specjalizacje
Bankowość
Analiza/Ryzyko
Inne
Driving license: Category B