As an account specialist I have multiple things on the go at any one time but thankfully I’m organised by nature which allows me to be across it all.
I’m the point of call for clients, I need to have a solid grasp of their portfolios, so I know what questions they’re going to ask before they ask them!
Whether I’m fielding enquiries from our clients, helping them plan their dream life in a strategy session or liaising with the ATO on their behalf no two days are the same, but they’re all busy!