She manages our CRM system and many other processes to ensure smooth running of the planning department.
A Highly Experienced Office Support And Administration Assistant
Liz started working for Vault in late 2019 filling a gap in staffing with a role dedicated to assisting the Financial Planning side of the business providing the much needed adviser and client support. She manages the Customer Relationship Management System, as well as many of the processes, procedures and paperwork involved in the smooth running of the planning department.
A highly experienced office support and administration assistant, Liz has worked in the small business environment for the last 20 years, covering all facets of small business management including customer service, bookkeeping, website management, data entry and pretty much any ad-hoc duty that comes her way. Prior to this, she had a 10 year career in Banking before emigrating from the UK to our sunny shores.
When not at Vault, Liz enjoys spending time with her grown up daughters, socialising with friends and also has a passion for Latin Dancing which keeps her evenings busy and sees her tripping around the country to weekend festivals and congresses.