WHO I HELP
I work mainly with my Team in AAB Wealth, but have interaction with other departments if the client is also a client of the larger firm, i.e. if we handle their personal tax or corporate tax affairs, and another member of staff needs to meet with the client as well as the adviser.
HOW I HELP
I help our client base to arrange a face to face or a Teams meeting with their Financial Adviser which suits their lifestyle, working around their personal commitments with work, families and holidays. I send our clients paperwork via Docusign, which is our electronic mail service and, if our clients are unsure of how the system works it’s my job to try and help them navigate through it until we can both reach the end goal of getting all paperwork complete so they can achieve their aims.
“Building relationships year on year.”
Theresa Mitchell provides Admin Support within the Wealth Department. Based in Aberdeen, her role involves having direct contact with all of our clients throughout the year to arrange annual progress meetings to review their portfolio with their own Financial Adviser. She also manages our electronic mail system which was introduced during lockdown to facilitate signatures on our documents.
An ideal relationship
“My ideal relationship with a client is when we can both put a face to a name and build a relationship year on year, watching them work towards their goals.
During lockdown I was on a call to a client for over 40 minutes organising an annual review with one of the advisers, and we ended up chatting about all sorts of things, and sharing funny stories with each other, she was in isolation and hadn’t seen anyone for days and when we ended the call, she said I had made her day, when in fact she made mine too!”
EXCITING GROWTH AND FLEXIBILITY
“The advances AAB are making in acquisitions and mergers are really exciting. Especially for colleagues who would like to move out of Aberdeen as more opportunities arise to work away from home.
As the Team gets bigger and the client base gets larger, I’ve had to start prioritising more. I’ve also had to realise that its sometimes not possible to get everything done in one day! Hybrid working has personally allowed me to balance work and home life. In-office days give me the chance to enjoy face-to-face interaction with colleagues and for me home working days then become admin dedicated”