Claire Bellew Private Wealth Co-ordinator
As Private Wealth Co-ordinator at Beswicks Legal, I am responsible for overseeing the activity of the Private Wealth Department, improving processes, ensuring documents are managed and stored correctly and collecting and analysing all related data.
I work closely with the team and with clients to ensure the highest possible standards of service and care.
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What I do:
- Document management
- Data analysis and management
- Private Wealth team business support
- Co-ordination of all Private Wealth enquiries