Jo Cheshire
Investment Administrator
Birmingham
Role at Quilter Cheviot
My role at Quilter Cheviot is to provide administrative support to a team of 2 Investment Directors and 1 Investment manager. My tasks include new account set up, diary management, client data management and administration. I am the first point of contact for clients and intermediaries in relation to portfolio queries and co-ordination of meetings. I work closely with my team to ensure that a first class service is provided to both clients and intermediaries.
Jo joined Quilter Cheviot back in 2011. She has 28 years Secretarial/Administration Experience, 22 years of which are within Professional services. She also spent 18 months working in Sydney, Australia, where she did various roles including PA for the Chief Executive of State Rail, Secretary to the Finance Director at GIO Insurance and Telesales assistant for the White Pages.
Contact information
Explore more about Jo
After leaving school, Jo went on to complete a City & Guilds Diploma in Business administration.
Jo enjoys spending time with family and friends, socialising and enjoying good restaurants. She also enjoys baking, reading and long walks along the canal.