Ainsley LewisClient Administration
Cert III Bus Admin, Cert IV Bus Admin
Ainsley has been with JSA since December 2004 and is part of the Client Administration team. She enjoys working with the broad variety of clients and a “great bunch” of people at JSA.
Ainsley’s primary role is to assist the Financial Planning Advisers and Para-Planners/Strategy teams 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, she enjoys spending time with her friends and family and renovating her house.