Lucy has over 20 years experience in the financial services industry, having previously worked in client facing and treasury roles.
Areas of Expertise
- Private client administration
Lucy assists the private client team with day-to-day administration. This includes arranging distributions and payments of trust structure expenses, drafting minutes for monitoring and transactional work, and other general administration.
- Unit 1 Financial Regulation - Securities and Investment Institute
- ACI Diploma - ACI FMA
- Dealing Certificate - ACI FMA
- Settlements Certificate - ACI FMA
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