Ingrid Sohun
Floreal
Summary
A highly skilled professional with expertise in strategic planning and team building, demonstrating exceptional communication skills and problem-solving abilities. Known for remaining calm under pressure, with a strong competence in AML-CFT and proficiency in Microsoft Word, Excel, SQL/SRM. Committed to leveraging these skills to drive organisational success and contribute to future growth.
Overview
21
21
years of professional experience
3
3
years of post-secondary education
Work History
Associate Share Registry
DTOS Share Registry Services
01.2020 - 03.2025
- To manage company portfolio for listed entities at SEM (Stock Exchange of Mauritius) OTC, Dual Listed Companies, Non-Listed, Notes: (Listed & Not Listed) which includes daily administration of Share Registry and Dividends
- Handling of Annual Report, Bank Reconciliation and attending to queries of clients
- Conduct Anti Money Laundering / KYC checks on shareholders (i.e
- Investors) in accordance with the policies & procedures and liaise with investors in relation to anti-money laundering documentation
- Check if the Investor has provided all information required for FATCA/CRS classification in accordance with the guidelines
- Liaise with the FATCA Team and the investors accordingly
- Maintain shareholder register and investor files
- Liaise with local offices, clients and shareholders for any insufficient information
- Process subscriptions, redemptions, transfers, and switches for a range of onshore and offshore funds on the relevant Transfer Agency system
- Resolve dealing related enquiries and supply information relating to funds’ portfolios, prices, dealing procedures and currencies
- Process paperwork for trades and related activity
- Daily Reconciliation of Cash Accounts and prepare wire instructions for money movement of fund’s investor activity and Process Dividend Payments
- Handling of Annual Report, Bank Reconciliation and attending to queries of clients
- Liaise with client and investors regarding receipt/payment of monies
- Reporting of Fund transactions to the Fund Accountant Teams
- Prepare shareholder statements and Investment Manager Reports
- Assist in the distribution of Interim and Year-End Financial Reports to shareholders
- Timely resolution of audit requests
- Budget planning and Business proposal for client/prospect client
Filing and Administrative Assistance
DTOS LTD
10.2007 - 01.2020
- Provides administrative support to ensure efficient office operations
- Handling meeting correspondence and Maintaining physical and digital filing systems
- Uses word processing and presentation software to create and edit documents
- Works with sensitive information with discretion to maintain confidentiality and security and ensure compliance with privacy policies and regulations
- Gathering and organizing files and documents for co-workers’ use, such as for reports
- Answering phone calls and emails regarding documentation organization
- Research as requested and compiles and summarizes information for reports or presentations
- Ensures that deadlines are met and adapts to changing priorities
- Presents a positive and professional image for the organization
- Coordinates logistics for meetings
- Responds to emails and other digital queries and correspondence
Pedagogical Advisor
WorldwideSpeaking
01.2004 - 01.2007
- Company Overview: a company dedicated to adult language learning
- As a Pedagogical Advisor at WorldwideSpeaking, a company dedicated to adult language learning, my role encompassed collaboration with students and teachers
- I conducted assessments of adult students, applied diagnostics, and provided guidance on various actions and strategies to foster optimal learning environments
- Additionally, I offered supportive assistance for upcoming projects, contributing to the overall enhancement of the language learning experience within the organization
- A company dedicated to adult language learning
Research office technician
FIL ERE LTD
01.2004 - 01.2007
- My responsibilities included modeling parts, creating prototypes based on client specifications, developing technical files and production plans, collaborating with production and manufacturing departments, calculating costs, and ensuring adherence to deadlines and quality standards
- Throughout this period, I consistently demonstrated attention to detail, technical expertise, and a results-oriented approach, contributing significantly to the successful execution of diverse projects at FIL ERE LTD
Education
Bachelor Degree of Science - Business Management, Financial Risk Management
Open University of Mauritius
02.2022 - 12.2024
Skills
- Calm under pressure
- Communication skills
- Problem-solving
- Team building
- Strategic planning
- Knowledge of Microsoft Word and Excel, SQL/SRM,
- Competence in AML-CFT
Timeline
Bachelor Degree of Science - Business Management, Financial Risk Management
Open University of Mauritius
02.2022 - 12.2024
Associate Share Registry
DTOS Share Registry Services
01.2020 - 03.2025
Filing and Administrative Assistance
DTOS LTD
10.2007 - 01.2020
Pedagogical Advisor
WorldwideSpeaking
01.2004 - 01.2007
Research office technician
FIL ERE LTD
01.2004 - 01.2007
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