Jazzie

Jazzie is a detail-oriented administrative and client support professional specialising in financial services and audit preparation. Her expertise includes accurate data entry and verification of bank transaction details to ensure integrity and compliance in financial records.

She manages our client onboarding by collecting essential information, coordinating document uploads, and facilitating communication to support smooth audit and tax preparation processes. Skilled in preparing and distributing key client correspondence such as engagement letters and representation letters, she ensures timely completion through efficient follow-ups and e-signature management.

Jazzie also oversees regulatory compliance tasks, including managing annual review processes and client address updates, while maintaining accurate records of client approvals and documentation. By utilising automated communication workflows, she helps maintain consistent client engagement and timely responses.

With a strong focus on organisation, accuracy, and proactive client service, she supports the accounting teams in delivering seamless financial and corporate services.

“I enjoy this role because it allows me to be part of a great team where collaboration and support are key. Contributing my attention to detail and organisational skills helps ensure accuracy and compliance, while working closely with others to deliver smooth and successful financial processes is truly rewarding.”