Karen joined the JSA Group in 2002 and has extensive experience as a senior member of Client Administration team.
Karen’s primary role is to meet and greet JSA clients and guests at reception and to ensure that they receive the very best service from the JSA Group.
Karen’s qualifications include:
- Traineeship Term of Completion Certificate – Cert IV Business Services – Frontline Management
- Certificate of Attainment – Business Skills
- Justice of the Peace in and for the State of New South Wales.
The Reception role at JSA is busy and varied and also includes database maintenance, reporting, office organisation and anything else that is required to ensure that JSA is run smoothly and efficiently on a day to day basis.
Karen also assists 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.