Amanda is our talented Document Specialist. In this role, she looks after all documentation requirements for clients, including account openings, payments, fund requests, deposits and online access.
Amanda is a licenced assistant and holds the certification to buy and sell stocks & mutual funds. She has over seven years of experience preparing required documentation for a variety of circumstances, processing transactions and handling clients’ various financial requests.
Amanda works closely with the Administrative Team to ensure client service is seamless and requests are processed in a timely manner.