Being a hardworking Wealth Management Administrator with almost three years experience, I have had the opportunity to gain broad knowledge of new business processing, reporting and client communications.
Entering the financial planning world joining a smaller firm that rapidly became a large hub acquiring other spokes, meant I had to quickly adjust to the high demands of internal operations as well as a huge increase in client work output.
In this time, not only did I show my ability to learn fast, but I remained calm and confident under pressure. Despite being new to the financial world, as we gained new staff members I was responsible for training and creating guides, which is something I enjoy and excel in.
Naturally I am an outgoing and friendly person, which over previous and my current job roles, I have used to flourish in office and client relationships.
I am looking for a hardworking, ambitious company with a friendly and supportive team who value a positive culture.
Financial reports & Valuations
undefined