Gwen Brady

• Oversee outsourced and oversight Settlements and Payments functions in Transfer Agency Business, reporting to the department head

• Directed team and resources to meet internal and external client deliverables, achieving high-quality customer service

• Ensure operationally sound procedures emphasising risk reduction and compliance are in place and adhered to

• Attend and contribute to operational, client, risk, audit, and regulatory meetings

• Lead and motivate staff through 1:1 and team meetings, focusing on development opportunities and delegating tasks where appropriate

• Proactively identified and acted on opportunities to improve processes and reduce risk, enhancing overall operational effectiveness

• Fostered strong banking relationships with third-party vendors to facilitate bi-annual reviews, enhancing collaboration and service standards.
• Reduced potential risks through proactive measures, leading to enhanced operational efficiency and streamlined processes.
• Facilitated coordination among cross-functional teams to develop and implement streamlined workflow processes, improving collaboration.
• Built strong networks within the industry, opening new avenues for collaboration
• Monitored and enforced compliance standards, ensuring the organisation met all regulatory obligations effectively.
• Directed team efforts to achieve successful project outcomes through strategic planning and collaborative execution.
• Fostered positive rapport with stakeholders, contributing to increased business credibility and long-term partnerships.
• Assigned resources to teams and projects strategically, based on assessed needs, performance metrics, and availability.
• Detected and resolved operational challenges affecting productivity and profitability, enhancing overall organisational performance.
• Maintained organizational compliance with applicable legislation and regulations
• Collaborated with the management team to identify opportunities for operational optimisation and cost reduction.

• Managed all financial records to ensure accuracy and compliance.
• Conducted bank reconciliations regularly to keep accounts balanced.
• Verified vendor invoices against purchase orders to prevent discrepancies.
• Liaised with clients to manage account enquiries and update relevant data.
• Facilitated communication between finance team and clients, fostering positive relationships.