• Provide administrative support to the Chairman, CEO and Head of Front Office. Screen enquiries and requests and handle them when appropriate.• Be aware of the Firm’s strategy and the key objectives of the Chairman, CEO and Head of Front Office in order to prioritise tasks effectively.• Responsible for the Firm’s internal communications, manage and coordinate communication flow between senior management and all areas of the business. • Take the minutes and update the tasks spreadsheets for the LGT Vestra Governing Board and Management Board, ensuring actions arising from Board meetings are dealt with in a timely manner.• Coordinate and participate in various project work initiated by the Chairman, CEO and Head of Front Office.Corporate Social Responsibility Manager• Co-Founder of staff wellbeing programme, focusing on the various areas of health and wellbeing: physical, emotional, spiritual, social, intellectual, environmental and occupational. • Coordinate and communicate the Firm's charitable relationships, on behalf of the Chairman, to further support its purpose and to ensure high levels of consistency, integrity and engagement.• Lead coordinator for the Firm on Sustainability initiatives, on behalf of the Chairman, working within the governance structure defining the ambitions of LGT Group to deliver the targets/goals set for LGT Vestra.• Work closely with HR and Marketing to ensure the Firm's employer brand is promoted internally and externally.

• Co-ordinated the account opening procedures for new customers and ensured the necessary anti-money laundering documentation was in place and compliance checks were carried out• Liaised with internal departments to ensure timely and compliant settlement of trades, payments and stock movements• Provided administrative support to Investment Director ensuring all client information was kept up to date• Responsibility for adhering to compliance and regulatory requirements• Liaised with clients and executed deals on their instructions• Maintained personal training record to ensure up to date knowledge of ongoing legal and regulatory changes and variations to internal procedures• Providing assistance to the Investment Director in the servicing of a client base consisting of private clients, trusts and charities• Undertaking day to day administrative duties, including telephone and postal queriesPROFESSIONAL QUALIFICATIONSThe Securities Institute – SII Certificates – Regulations – Pass – June 2007The Securities Institute – SII Certificates – Securities – Pass – November 2007

Provided secretarial and administrative support to Investment Director and assistants