Anna is a Client Services Executive within the Raymond James, Chichester office. She is responsible for all aspects of client administration including effective reporting and the answering of administrative queries, allowing the investment team to concentrate on the investment of client portfolios. Anna attends the weekly investment meeting, and along with all staff, is fully appraised of the investment team’s current thinking.
Immediately prior to joining Raymond James, Chichester, Anna worked for Rita Sen, a firm of Private Client Solicitors. Anna worked on Probate, Wills and Lasting Powers of Attorney and has considerable knowledge in these areas along with Trusts and Estates.
Anna has also worked for Thomas Eggar (now Irwin Mitchell) in a similar role, and also for Wannops Solicitors LLP.
Between 2012 and 2014 Anna worked for Rathbones as an administration assistant, assisting the investment directors in a similar role to her current role at Raymond James.
Anna has an EDI Level 3 certificate in Principles of Business & Administration, as well as having achieved the Pitman Secretarial Diploma.
Prior to moving into the Finance and Legal profession, Anna worked in childcare, during which time she achieved the NVQ level 3 – Childcare, Learning and Development as well as the NVQ Level 2 – Early Years, Care and Education.