BScN
Joan is a dedicated, results-driven professional with over eight years of experience in the financial services sector. As a Trustee Fund Administration Registry Team Leader, she manages a team responsible for the registry services of multi-clients. Her previous experience as a Compliance Specialist in first and second-line defences highlights Joan's exceptional capabilities in leading through strong processes and frameworks, as well as her analytical skills to provide the highest standard.
Prior to becoming a Registry Team Leader, Joan worked as a Compliance Specialist for two years at Trustees Executors. She has extensive experience working in the financial industry both in the Philippines and New Zealand and is known for developing and maintaining quality relationships with internal and external stakeholders. Joan's key strengths include collaboration, adaptability, and problem-solving skills.
Trustees Executors Limited was established in 1881 and is New Zealand’s first Trustee Company.
We provide a full range of financial and trust solutions to individuals, families and the corporate sector, including estate planning, trustee and investment advisory services.
We are a Licensed Financial Markets Supervisor and a leading provider of specialist Corporate Trustee and back-office fund administration services to some of New Zealand’s largest financial institutions, banks and fund managers.
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