Judy Bridgelal
Cascade
Summary
Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with the capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
33
33
years of professional experience
1
1
Certification
Work History
Supervisor - Wealth Management & Operations
Sagicor Investments Trinidad & Tobago Limited
02.2025 - Current
- Supervised daily Operations and Client Services Officers to ensure compliance and operational efficiency.
- Oversight of transaction processing accuracy and timeliness.
- Timely completion of client onboarding with regulatory and internal standards.
- Timely and accurate submission of TTSEC, FIU, and internal reports.
- Resolution of escalated issues and implementation of efficiency improvements
Supervisor - Fund Operations and Client Services
Sagicor Investments Trinidad & Tobago Limited
01.2020 - Current
- Dividend Register
- The upkeep of the dividend registers and the timely distribution of the dividend for the TTFIF.
- Report to the Trinidad Securities Exchange Commission
- Ensure that the monthly reporting of transactions completed within any of the funds in the previous month is accurately recorded. Reports must be submitted accurately and promptly for each month.
- Ensures that Market Access Fees are paid for any security registered by the required date.
- Mutual Funds Reporting
- The accurate monthly completion of the Mutual Funds report by the 25th of the following month.
- Sign off on Brokerage Accounts
- Ensure timely sign-off on Brokerage client accounts to be opened, with the review of supporting documentation and confirming that all compliance requirements are met.
- Ensure all documentation is uploaded to SharePoint.
- Ensure that approvals are completed on IB for onboarding documents for accounts to be opened and for withdrawals to be processed.
- Process of the Repo contracts
- The timely and accurate review of repo applications and sign off to have the process of issuing contracts completed.
- Pledge Assets
- Ensure that the assigned assets and pledged forms (RA1, RA2, and MRAs) are pledged immediately with the TTCD and that the relevant system and the same is reflected in the Prospor System.
- Ensure Depend PSL is updated promptly to reflect the same.
- Customer Interaction
- Coordinate the activities of the Investment & Operations Officers to ensure that work is completed efficiently.
- Review reports done by Investment Officers for accuracy.
- Coordinate other day-to-day activities done by the Operations & Investment Officers.
Investment Officer
Sagicor Life Inc.
01.2016 - 01.2020
- Business Development
- Contribute to the business unit to achieve the target. Achieve new mortgages business of $120M, concentration on residential mortgages.
- Portfolio Management
- Review and prepare credit application for new transactions and accounts for restructuring and recommend to the management committee.
- Ensure data integrity and compliance with investment policy and procedures, ensuring that all risks are properly identified and assessed.
- Ensure that all required steps for appropriate transaction closure are duly performed and terms and conditions as approved by the Investment Committee and fulfilled.
- Verify all security documents and security information, including the status of Life Insurance, for accuracy.
- Ensure the disbursement summary form and memo for disbursement are completed in full and signed off, and any terms and conditions not met are identified.
- Operations
- Wire Transfer – Mortgage disbursement and refund.
- Ensure the disbursement memo and all supporting documents are received.
- Create a payment on Scotiabank online banking to include creating a recipient.
- Obtain all checks back and approval before approval and execution by signatories.
- Inform relevant officers when the transaction is completed.
- Populate the Excel sheet for reconciliation and record keeping.
- Customer and Team Service
- Provide Superior customer service by responding to customer queries, addressing calls and concerns, and addressing same on a timely basis, as well as anticipating clients’ needs and expectations, contributing towards the company’s overall objective.
Assistant Fund Administrator
Sagicor Life Inc.
01.2014 - 01.2016
- Mutual Funds/Funds Net
- Meet and Interview clients.
- Complete subscription forms
- Ensure all documents are received (subscription/redemption form, ID, Utility bill)
- Create a client on Funds Net
- Filing all necessary documents via client files and investment activity
- Enter transactions for subscriptions/redemptions onto Funds Net
- Collect and receipt for investments made via deductions or standing orders.
- Send out correspondences to the client where necessary – conversions, redemptions, dividends.
- Print Statements and mail to clients.
- Preparation of the Commission's Report and slips to the agent.
- Ensure NAV is always calculated on time and sent out to be published.
- Deposits and Redemption Analysis for Sagicor Funds Inc.
- Ensure that total deposits and redemptions are reported accurately and timely by the 8th of each month.
- Preparation and maintenance of the Dividend Register
- Reporting to the Accounting department on how many cheques at the end of each month were reissued to fund holders.
- Reporting if additional dividends had to be paid to persons who did not receive dividends rightfully entitled to them.
- Update of dividend register information and get the file ready by the third day after the close of the dividend month for the period under evaluation.
- Run distribution and ensure accuracy.
Assistant Fund Administrator
Sagicor Asset Management
09.2010 - 01.2014
- Duties and responsibilities as above
Administration & Marketing Coordinator
Sagicor Merchant Limited
01.2005 - 01.2010
- Administrative Support
- Ensure the unit’s filing and diary system is current and in order.
- Maintain an adequate supply of the unit’s stationery and kitchen supplies.
- Assist in following up on pending matters, administration, and any departmental projects.
- Maintain a log of all negotiable instruments and original documents filed in the vault.
- Arrange travel plans and itineraries for Managing Director, Assistant GM, Senior managers, and Managers; compile documents for travel-related meetings, prepare and submit purchasing orders and expense reports.
- Process payment of invoices with adequate follow-up to ensure prompt payment.
- Maintain SML’s Corporate Credit Card accounts and prepare expense reports monthly.
- Maintain SML’s Corporate mobile accounts.
- Marketing Support
- Compile a listing of events of interest to SML - e.g., local, regional, and international conferences of interest, etc.
- Maintain files with copies of relevant communications documents (e.g., Pitch books, product brochures, etc.).
- Respond to requests for sponsorship and donations on behalf of SML with guidance from the donation committee and SML’s executives.
- Assist in the planning and coordination of special meetings, events, and projects.
Executive Assistant
AIC Financial Group
01.2002 - 01.2005
Executive Assistant
RBTT Merchant Bank
01.1997 - 01.2002
Store Clerk
Solid Waste Management Company Limited
04.1997 - 08.1997
Executive Assistant
Equiptech Technology Company Limited
01.1993 - 01.1997
Secretary
Computer Support Systems (CCS)
11.1993 - 12.1993
Secretary
Geddes Grant Office World
11.1992 - 10.1993
Education
Bachelor of Science Degree - Management Studies (Hons)
U.W.I. Campus
Administrative (Professional) Secretaryship - undefined
U.W.I. School of Continuing Studies
Skills
- Client support
- Effective team leadership
- Collaborative teamwork
- Strong interpersonal skills
- Customer insights analysis
- Effective verbal communication
- Microsoft software proficiency
- Coaching and guidance
Certification
- Camilleon Consulting Ltd - 2019 “Critical Thinking for Professionals” – Foundation for Success
- The University of Trinidad and Tobago – 2018 Basic Accounting for Administrative Professionals
- Sagicor Life Inc – 2017 Building Supervisory Bench Strength – Managing Productivity, Effective Communication, Performance Management and Leadership
- DRA Consulting – Making Customer Care A Way of Life at Sagicor
- Areef Ali & Associates Business Solutions – 2015 “Excel Work Productivity Tips, Tricks & Techniques
- Sagicor Life Inc. All Is Well – 2015 For outstanding dedication and teamwork in the completion of Hardcore
- Sagicor Life Inc. All is Well – 2014 In recognition of endurance and team spirit in the “Get Moving 10,000 Step Challenge”
- Level 3 Certificate in Marketing, LCCI International Qualifications – 2007 - 2008
- Level 3 Certificate in Public Relations, LCCI International Qualifications – 2007 - 2008
Timeline
Supervisor - Wealth Management & Operations
Sagicor Investments Trinidad & Tobago Limited
02.2025 - Current
Supervisor - Fund Operations and Client Services
Sagicor Investments Trinidad & Tobago Limited
01.2020 - Current
Investment Officer
Sagicor Life Inc.
01.2016 - 01.2020
Assistant Fund Administrator
Sagicor Life Inc.
01.2014 - 01.2016
Assistant Fund Administrator
Sagicor Asset Management
09.2010 - 01.2014
Administration & Marketing Coordinator
Sagicor Merchant Limited
01.2005 - 01.2010
Executive Assistant
AIC Financial Group
01.2002 - 01.2005
Store Clerk
Solid Waste Management Company Limited
04.1997 - 08.1997
Executive Assistant
RBTT Merchant Bank
01.1997 - 01.2002
Secretary
Computer Support Systems (CCS)
11.1993 - 12.1993
Executive Assistant
Equiptech Technology Company Limited
01.1993 - 01.1997
Secretary
Geddes Grant Office World
11.1992 - 10.1993
Administrative (Professional) Secretaryship - undefined
U.W.I. School of Continuing Studies
Bachelor of Science Degree - Management Studies (Hons)
U.W.I. Campus
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