TA

Theresa Azevedo

Securities Administrator at Sasfin

Theresa Azevedo's work experience begins in 2011 when they worked as a PA to the Group Financial Director at Bidvest Services. Theresa'sresponsibilities included general secretarial duties, email correspondence, PowerPoint presentations, and assisting with marketing events. Theresa also arranged meetings and lunches, transcribed dictation, and undertook various administrative tasks.

In 2013, Theresa joined Sasfin Bank Ltd as a Securities Administrator. Theresa'sduties included checking daily diaries for outstanding FICA documents, assisting the Portfolio Manager with queries, and liaising between clients and compliance when necessary. Theresa also handled FICA queries from clients and staff, maintained client records, and prepared client packs for meetings. Later in the same company, they became a PA to the Head of Corporate Finance, where they managed day-to-day activities, office administration, and event coordination. Theresa also took care of FICA compliance, finance administration, research, and various other tasks for the Corporate Finance division.

In 2016, Theresa joined Sasfin Wealth as a Portfolio Assistant. Detailed information on their roles and responsibilities in this position is not provided.

Theresa Azevedo attended De Villiers Graaff High School in Villiersdorp, Western Cape from 1994 to 1997. Theresa obtained a degree called Matic, but the field of study is not specified in the information given. In February 2008, they completed an Advanced Business Writing Online Course offered by 190Communications.

Links

Timeline

  • Securities Administrator

    October, 2014 - present

  • PA To Head Corporate Finance

    September, 2013