At Personal Trust (Pty) Ltd, I served as a Senior Trust Officer Assistant to John Falconer and Mark Huxter, acting as a senior point of contact for high-value clients. I managed complex client relationships and helped resolve queries in line with individual client objectives.
I oversaw investment instructions, payment requests, and client accounting, with accountability for governance, compliance, and records across client and investment documentation. I also prepared and reviewed records of advice, meeting minutes, investment proposals, and regular client reports, ensuring accuracy and audit readiness.
Previously, at Alpha Wealth (Pty) Ltd, I processed client administration and managed monthly statements and fund performance reporting for a client base of more than 200. My experience also includes financial advising at Old Mutual and senior administrative and secretarial support across financial services, government, property, and legal settings.
