Kristinn EganClient Administration
Kristinn Egan joined JSA Group’s Client Administration team in February 2015. She has more than 15 years’ experience in the financial services industry.
Prior to JSA, Kristinn worked in similar roles in the financial services industry. This experience places her in an effective position to understand the individual needs of clients and financial advisers.
Kristinn’s 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 and insurance applications and ensuring that clients receive the best possible service from JSA.
Outside of work, Kristinn enjoys spending time with her husband and two daughters, has a passion for camping and is the Junior Activity Coordinator for Dixon Park Nippers.