Wealth Management Administrator
As a member of the Wealth Management team at Helm Godfrey, my role is to offer support to the advisers with their daily administrative duties. My day to day tasks include keying in new business and seeing it through to completion, preparing client documents for annual reviews, updating client files accordingly and providing general administrative support to both the advising and administrative teams.
Away from the office I like to spend time with my family, which involves a lot of cooking, eating and laughing. I also love singing and making music whenever I can and enjoy designing and tailoring Indian outfits for my nieces, family and friends.