Daniel Sawires, CA

Experience

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  Fone Express Accessories

  Jan 2010 - Feb 2014

  Mobile phone technician/ Assistant Manager

  • Ability to manage two kiosks simultaneously• Repair of mobile phones• Examining various phone models to assess problems (Water damage, Board damage, speaker solutions etc)• Merchandising of stock• Unpacking of deliveries• Customer service• Achieved highest sales and performed to reach all budgets set.

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  Commonwealth Bank

  Feb 2014 - Jan 2015

  Lead Customer Service Representative

  • Excellent Customer Service• Sales and Value added benefits to all customers• Financial Assistance• Financial Problem Solving• Managing Customer Service Representative’s• Large amounts of cash and coin handling• Balancing and ensuring all transactions are controlled and without error• Managing cash held on branch • Seeing financial opportunities for personal and business clients• Foreign currency exchange• Product knowledge • Assisting and training other employees• Reporting to branch manager and assistant manager Show less

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  CommSec

  Dec 2014 - Sept 2015

  Equities Associate

  I am part of the CommSec Customer Engagement Team. With our team’s approach of HeartoHelp, we strive to promote and build customer advocacy through delivering an exceptional customer experience. By engaging customers with professionalism, knowledge, respect and genuine curiosity, we are able to identify opportunities that deliver the needs of our customer’s financial well-being.As an Equities Associate I help our customers to understand the services and products that are available to suit their needs, I also assist our customers to place trades into the market. I deliver consistently positive moments of truth to our customers at every opportunity through sound & knowledgeable information, guiding them through our innovative website, and educating & building their awareness of all the banking solutions that the Group has to offer. I strive to always provide the highest level of customer engagement during every interaction & make dealing with CommSec as easy as it can be. Show less

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  Link Market Services

  Sept 2015 - Oct 2016

  Project Officer- Capital Markets

  - Ensuring that corporate action projects are professionally and thoroughly planned by scoping the project in accordance with the client’s requirements, documenting a project’s base assumptions (e.g. likely volumes), identifying the optimum processing option, and the resourcing requirements.- For each project, ensure that professional and thorough project management documentation is prepared - including production of project workflow sheets, business rules, risk management strategies, assignment of roles and responsibilities, and internal/external supplier contracts and/or service level agreements from generic project strategies to specific project instructions– and ensure documentation is approved by senior Capital markets management prior to a project commencing.- Manage the execution and delivery of each capital markets project on time, meeting the client’s agreed requirements by: negotiating optimal resources from internal and/or external suppliers; ensuring that identified resources are available (on time and within budget); and, all processes and procedures are duly followed and complied with.- For each project, ensure that all legislative, client, organisational and project requirements are met in a timely manner.- Participate in a hindsight review of every project, including analysis of the documentation, management controls and ensure that standard project documentation is amended to adopt processes, etc. identified for modification and/or improvement.- Assist with the preparation of our invoices and review third party invoices for corporate action projects. Show less

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  Macquarie Group

  Nov 2016 - Jan 2019

  Senior Associate, Fund Accountant
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  Igneo Infrastructure Partners

  Jan 2019 - now

  Part of the First Sentier Investors Group Part of the First Sentier Infrastructure Group

  • Associate Director

    Nov 2024 - now

  • Senior Manager, Fund Operations

    Jan 2022 - Nov 2024

  • Finance Systems Manager

    Jan 2019 - Jan 2022