Christin is our Office Manager and ensures the day-to-day smooth running of the office.
She has more than 10 years of experience in professional offices as a Secretary, Executive Assistant, Administrator and Office Manager.
Christin provides support to our Financial planners by making sure client files are kept up to date ahead of regular progress meetings, completing new account opening paperwork, and also helping to deal with ad-hoc client requests.
She also plays a vital role in liaising with the institutions with which our client portfolios are managed to keep everything running smoothly and efficiently.
Christin would describe herself as a very positive person who loves to see, do and experience new things.