Millie joined JTC in 2021 following the acquisition of RBC cees.
Within her role as Manager, she is responsible for a portfolio of High and Ultra High Net Worth Individuals and acts as their Relationship Manager for any matters pertaining to their pension plans and employee benefit trusts. She is an integral part of the customer relations team and is very client focused and helps deliver bespoke solutions for plan members.
Millie’s day-to-day work involves Trustee, Fiduciary and Administration duties and engaging with various stakeholders such as tax and legal advisers, wealth managers and the operational teams within JTC Employer Solutions.
Millie is multi-lingual, and speaks English, Spanish and Portuguese fluently.
