Alicia WrightClient Administration
Alicia joined JSA in 2015 following more than 10 years of experience working with clients in the financial services and legal industries. This included her role as a legal secretary where she prepared Wills and other documents relating to clients’ estates.
Her current role involves assisting Advisers with the processing and maintenance of client files, setting client appointments, preparing for client reviews, updating investment portfolio valuations, updating the client database, lodging new investment/insurance applications and ensuring that clients receive the best possible service from JSA.
Outside work, her main interests are fitness, spending time with family, friends and her partner, live music and travel. Her favourite place is Santorini in the Greek Islands where she spent summer in 2014 and would love to return for her honeymoon one day.