My role at Helm Godfrey is to provide administrative support to the Wealth Management administration team. My day to day duties consist of a number of different tasks such as; uploading new documents to client files and making sure they are filed correctly, adding new clients to the database and running anti-money laundering checks in line with our compliance procedures, contacting providers to follow up on new business and preparing annual review documents for client meetings.
Away from the office I enjoy spending time with my friends and family, travelling and taking my dog for walks.
