Stephanie Luis

Manager – Private Client Services

Stephanie works in the Private Client Services Business Operations team on key projects for the division’s operational policies, processes, systems and initiatives.

Get in touch with Stephanie

Group

Highlights

She also supports the delivery of key projects to ensure an efficient and effective working environment to enable the division to achieve/exceed its Key Performance Indicators and targets.

Stephanie has eight years’ experience working in the finance department at JTC. Drawing on these accountancy skills, she assists with all aspects of data migration, bookkeeping, financial statement preparation and review of tax returns for a family office client and related entities administered within the Operations team.

In their spare time

In her spare time Stephanie loves spending time with her family, taking her dog out on walks and ending the day with a trip to the beach to watch the sunset.

Qualifications

IAB
FIA (Acca) (Currently being completed)

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