Drag
Drag

Amy Fletcher

Office Management Assistant

I began my career in Financial Crime, where I developed a strong foundation in compliance, investigation support and risk management. Starting as an agent, I worked directly with customers to obtain documentation required to assist investigators in completing financial crime investigations. Through consistent performance and attention to detail, I was quickly promoted to Junior Financial Crime Officer and ultimately progressed to a Senior Officer specialising in Transaction Monitoring. In this role, I was responsible for analysing complex transaction activity, identifying suspicious behaviour and ensuring regulatory compliance.

I am now part of the team at K Point Wealth, where I initially joined as an Administration Assistant and have since been promoted to Office Management Assistant. In my current role, I provide high-level administrative and operational support to advisers and key stakeholders. My responsibilities include managing calendars and appointments, coordinating client communications, preparing documentation and reports with a high level of accuracy, and supporting meeting preparation. I also assist with managing day-to-day office operations, including workflow coordination, systems organisation, and office resourcing, ensuring the business runs efficiently and professionally.

I bring strong organisational skills, attention to detail and a proactive approach to supporting both clients and colleagues.

Stay informed, stay On Point

Subscribe to the K Point Wealth newsletter for clear, considered financial insights delivered occasionally.

Stay informed, stay On Point.

"*" indicates required fields