Client Administration Supervisor
Responsibilities
Secretarial and administrative support to Investment Directors and their clients. Responsible for handling adhoc queries, co-ordinating the distribution of client reports and setting up new client accounts.
Previously
Previously, Selena began her career in 1986 as a secretary with London Bridge Financial Services, supporting two accountants (1986-1991). She then joined Help the Aged and worked for nine years as an Assistant Legacy Officer, dealing with all administration aspects regarding legacies left to the charity, probate matters (where the charity had been appointed Executor) and also prepared statistics for marketing purposes (1991 to 2000). Having worked in the charity sector for nine year's, Selena changed sectors and joined Taylor Young Investment Management where she worked as a Client Administrator assisting four Senior Investment Managers with their clients (2000-2009). Selena joined Ingenious Asset Management as a Client Administration Supervisor in 2009. Selena is an Associate of the Securities & Investment Institute.