Oscar Trevelyan

Completed a one-week placement in a professional financial planning office, observing how financial planners assist clients with services such as retirement planning, mortgages, and life insurance. Developed an understanding of teamwork, professionalism, and client communication in a busy office environment.

Key Contributions

• Assisted with day-to-day office tasks while maintaining accuracy and organization.
• Observed client interactions and developed an understanding of professional communication.
• Demonstrated reliability by arriving on time and being prepared for daily responsibilities.
• Worked cooperatively with team members and showed willingness to assist where needed.
• Adapted quickly to new tasks and workplace procedures.