# Tanja Ritson

Tanja Ritson is a remote worker on Himalayas, EA, Corporate Secretary and Events Manager at Pie Funds Management Ltd, based in New Zealand.

Source: https://himalayas.app/@tanjaritson

```text
EA, Corporate Secretary and Events Manager at Pie Funds Management Ltd, coordinating Board meetings and investor events.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | New Zealand |
| Authorized to work in | New Zealand |
| Salary expectations | 110k+ NZD |
| Job categories | Office Manager |
| Skills | Executive Support, Office Management, Facilities Coordination, Board Governance, Board Reporting, Corporate Secretary Support, Event Management, Project Management, Investor Relations, Client Services, HR Support, Recruitment support, Financial administration, Payroll Administration, Financial Reconciliations |
| LinkedIn | https://linkedin.com/in/tanjaritson |

## About

```text
At Pie Funds Management Ltd, I support the CEO, CIO and Senior Leadership Team with diary management, confidential correspondence and Board documentation. I coordinate Board and shareholder meetings, including meeting packs, minutes, filings and governance compliance.

I plan and deliver client and staff events, conferences and investor updates, handling travel, logistics and communications. I also design presentations, invitations and investor communications.

In my Client Services, Events & Facilities Manager role, I managed investor service touchpoints and organised investment events for 20–600+ attendees. I also supported seasonal recruitment and training, and administered investor onboarding and transactions.

Earlier, at Perpetual Guardian, I coordinated trust and client account operations, managed reconciliations and payment approvals, and supported implementation of a digital term-deposit request system. My background also includes office operations across facilities, HR, finance and compliance.
```

## Experience

### EA, Corporate Secretary and Events Manager (current)

Pie Funds Management Ltd. Jan 2022 - Present

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Provided support to the CEO, CIO, and Senior Leadership Team, including diary management, confidential correspondence, and Board documentation. Coordinated all aspects of Board and shareholder meetings, planned national client and staff events, and managed daily office operations.
```

Skills: Diary-Management, Board-Reporting, Governance, Event-Management, Facilities-Management, HR-Support, Financial-administration, Xero, Microsoft-365, Diligent-Entities

### Client Services, Events & Facilities Manager

Pie Funds Management Ltd. Jan 2013 - Dec 2020

```text
Managed all client service touchpoints, acting as the primary liaison between investors, wealth advisers, and portfolio managers. Organized large-scale investment events (20–600+ attendees) and supervised temporary staff.
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Skills: Client-Services, Event-Management, Stakeholder-Management, Onboarding-Investors, Recruitment, Training, Strategic-Planning

### Personal Client Operations Executive

Perpetual Guardian. Jan 2012 - Dec 2013

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Coordinated trust and client account operations across national branches. Oversaw daily reconciliations, payment approvals, and cashflow management.
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Skills: Trust-Administration, Account-Operations, Reconciliations, Cash-Flow-Management, Bank-Liaison, Process-Improvement

## Education

### Tshwane University of Technology

Bachelor of Arts/BComm, Arts and Commerce

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Bachelor of Arts/BComm degree from Tshwane University of Technology.
```

### ILX Group

PRINCE2 Agile Practitioner, Project Management

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PRINCE2 Agile Practitioner certification from ILX Group.
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### Institute of Directors NZ

Effective Board Governance and Minutes, Governance

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Effective Board Governance and Minutes certification from Institute of Directors NZ.
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### CFA Institute

Investment Foundations Certificate, Investment

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Investment Foundations Certificate from CFA Institute.
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## Tech stack

- Xero
- Salesforce
- Iris

To contact Tanja, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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