Grainne Leslie

Private client administrator, Investment management

Areas of expertise

Gráinne works alongside our pensions director, Derek Ryan providing full administrative support for our Small Self-Administered Schemes and ARFs. Her role includes attending Pensioner Trustee Board meetings, liaising with the revenue commissioners and the Pensions Authority, and ensuring that all aspects of the account set-up stage are executed in a timely and efficient manner.

She also provides administrative support on the investment side including the take on of new clients and portfolio transfers and acting as a point of contact for client queries and requests.

Experience

She joined Smith & Williamson in January 2012 having previously worked for ANZ bank in New Zealand.

Professional qualifications/memberships

  • BSc (Mgmt).

Contact Grainne