I am responsible for assisting the Investment Managers with the administration of the portfolios on behalf of private clients, pensions, trusts and charities. I assist with various tasks in my daily role such as dealing with general queries from financial advisers and clients in relation to their portfolios, organising transfers and payments and preparing account paperwork and correspondence, amongst a wide range of administrative tasks.
Alyssa previously worked as a Sales Administrator for a Business Services firm before joining Quilter Cheviot in January 2018.
Alyssa graduated from the University of Dundee with a 2:1 MA (hons) in Financial Economics with German in 2015.
Outside of work Alyssa enjoys re-enacting the English Civil War as part of the Sealed Knot and spending time with and competing her horses in show jumping competitions.