Natalia Smarzy

-> Migration of the Hedge Fund Trader process from Luxembourg to Poland
-> Delivering training to colleagues in Warsaw team
-> Developing and improving of the process organization
-> Updating procedures, user guides
-> Analyzing core fund documentation and setuping / reviewing funds in the system to ensure all data is in line with the market
-> Analysis of new client portfolio, preparing the implementation of new clients.
-> Daily cooperation with US and French teams

-> Processing all requests to create and modify shareholder accounts as well as broker accounts and undertake the prompt and accurate quality control
-> Ensuring that all registration work is carried out accurately and on time, in compliance with industry regulations, the policies and procedures of the company and relevant anti money laundering / Know your client regulations
-> Processing transactions and any shareholders requests on their existing or new accounts accurately, efficiently and in accordance with the funds’ prospectus and procedures
-> Timely and accurate processing of the shareholder requests to invest
-> Handling queries and issues with key business partners while representing Intl TA and upholding a firm line in the application of procedures
-> Working on Intl. TA testing and projects
-> Participating in developing, implementing and maintaining procedures for processes, products and system related developments
-> Maintaining strong relationships with business partners and fellow team members (in English)
-> Being in contact with Franklin Templeton offices in other locations to solve all possible queries