Team Virteffic Newsletter – July 2023

Last month I enjoyed some time off (before the Team summer holidays). It was so lovely to have some proper time off, knowing that Virteffic and our clients were in good hands. As the team and client portfolio grows, it is harder for me to be involved with everything, so it is great that we have leads running certain clients/internal areas with support from myself and the rest of the team.

I hope you will all take some time off during the summer too, and that you have a lovely time – whatever you choose to do.

As our team continues to grow, we thought it was time for a re-introduction to all of our fabulous team members. 

Emma started in the Jersey hedge fund industry in 2006 and has since gained over 15 years of experience in funds adding unit trusts and various private equity structures.

  • CLT International Diploma in Fund Administration (Retail Funds)
  • Bachelor Soc. Sc. Economics
  • Bachelor Soc. Sc. Mathematics
  • Several courses in Analytical Finance, Financial Mathematics & Statistics, including; Introduction to Financial Mathematics, Calculus I, Calculus II, Linear Algebra, and Numerical Methods with MATLAB. Probability Theory and Statistical Inference.

Emma’s responsibilities include managing HR matters, such as the HR system, payroll, contracts and offer letters, bookkeeping, reconciling bank statements and transactions in QuickBooks, GST returns, billing and invoicing. She assists our clients with anything related to spreadsheets (calculations or analytical services) and day-to-day administration. She is always keen to assist with data migration and other projects.

Emma likes travelling with her family and usually chooses active holidays, such as skiing.

Did you know that:

  • Emma is a keen rower, and Virteffic sponsors her rowing boat
  • Emma went to university with Tess and is responsible for “importing Tess” to Jersey.

Read more about Emma here: Emma Godfrey | Manager & Senior Virtual Assistant | Virteffic Limited

Siobhan has been working in the Jersey finance industry since 2010,  with experience in processing, administration and training within an international bank. Siobhan established, developed and worked for a mental health charity. Her work experiences have expanded and developed her knowledge with a range of transferable skills.

  • CII Award in Financial Planning
  • National Diploma for IT Practitioners

Siobhan has undertaken a variety of tasks in-house and externally, which include drafting minutes, creating agendas and collating board packs, creating working environments on MS Teams, marketing and social media support, reports, operational duties, data inputting, new starter set-up of laptops and administrative tasks, such as compiling newsletters, calendar management, and updating schedules and logs. 

When not working, Siobhan loves spending time with her dog Kali and doing all sorts of arts/crafts. 

💡 Did you know that:

Read more about Siobhan here: Siobhan Poingdestre | Virtual Assistant | Virteffic Limited

Meet the Team

Our team members frequently attend networking events to stay on top of the trends in the industry, to develop and improve our skill set, and of course, also to meet new and familiar faces. Our team look forward to attending the following events over the next couple of months:

There will be fewer events during August, but we have some great events in Jersey and in Guernsey in our calendars for September and hope to see you then.

    What’s coming up

    We carefully monitor the capacity of the team to make sure we have sufficient cover to deliver instant support to our clients and to provide high-quality board minutes within the deadline agreed. There is a variety of internal tasks and projects that the team members assist with during periods when we have less client work. We also continue to balance work with sports, social and wellbeing activities – looking after ourselves so that we can better look after our clients.

    A summary of key events and activities for the next couple of months.

    • Recruitment to meet the growing workload in Jersey and Guernsey.
    • Rathbones Island Padel Corporate league continues
    • Yoga continues through the summer months.
    • Business development planning in Jersey and Guernsey
    • Strategy planning for H2 2023. 
    • Summer projects, including website updates, building a marketing campaign, and planning SSW events.

    Find out more

    The latest newsletters and posts will give you an insight into what is happening at Virteffic, and these are also published on the Insight & News section on our website. We share news regarding our team and the business that is Virteffic. We hope that you will continue to follow our journey. 

    We also share news, insights and guidance in key areas such as corporate governance, minutes and secretarial practices. We hope that this will inspire new ideas that could benefit your business. 

    Tess Price

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