As a member of the Wealth Management team at Helm Godfrey, my role offers administrative support to the Advisers.
My day to day tasks include keying new business, preparing our client’s Annual Review documents, 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 family and friends, cooking, reading and sewing. I also love music, travelling and learning new things.
