My role at Helm Godfrey is to provide administrative support to the Wealth Management and Central Support Teams. My daily duties consist of a number of different tasks such as, uploading new documents to client files and making sure they are filed correctly, running anti-money laundering checks in line with compliance procedures, contacting providers to follow up on new business and preparing annual review documents for client meetings.
From time to time, I also allocate incoming and outgoing post, as well as greet clients and visitors into the office.
Away from the office, I enjoy spending time with my friends, family and travelling abroad.
