Katy joined Sage Wealth Management as a part time Office Administrator in May 2019 and is based in our Hexham branch. Katy is new to the Financial Services industry but has excellent customer service skills having worked in customer services role for the last three years. Within a matter of months, Katy had progressed to a full time position.
Her role of Office Administrator is to support the Senior Wealth Manager, Kaye Mullen, ensuring the day to day running of the practice goes smoothly and effectively. Katy is the first point of contact for existing and new clients, she prepares for all the client reviews and is involved in the processing of new business.
Katy is very customer focussed and will go the extra mile to maintain great customer relationships. She has a friendly approachable manner and has been a great addition to the Hexham team. Recently, Katy has become involved in the Marketing for Sage Wealth Management and hopes to develop her skills further in this area.