Family Office Services

Magda Fitzgerald

Client Service Associate

  • Industry Start

    2017

Magda is a Client Services Associate on the Family Office Services team. Magda has over 5 years of experience in banking administration and 2 years in the Family office. Magda is responsible for handling the administration of family office client files.  Her day to day responsibilities include coordination and tracking of brokerage accounts, preparation of deposits and bill paying, processing of annual filings, book keeping, and payroll. As well as the maintenance and organization of documents and records, and preparation of various reports. Outside of work, Magda enjoys working out and spending time with family and friends.