At Pie Funds Management Ltd, I support the CEO, CIO and Senior Leadership Team with diary management, confidential correspondence and Board documentation. I coordinate Board and shareholder meetings, including meeting packs, minutes, filings and governance compliance.
I plan and deliver client and staff events, conferences and investor updates, handling travel, logistics and communications. I also design presentations, invitations and investor communications.
In my Client Services, Events & Facilities Manager role, I managed investor service touchpoints and organised investment events for 20–600+ attendees. I also supported seasonal recruitment and training, and administered investor onboarding and transactions.
Earlier, at Perpetual Guardian, I coordinated trust and client account operations, managed reconciliations and payment approvals, and supported implementation of a digital term-deposit request system. My background also includes office operations across facilities, HR, finance and compliance.
