Petra joined Circle Wealth Partners as an Operations Assistant in January 2025, bringing a diverse set of transferable skills. She works closely with Operations Manager Jessie on a variety of projects and plays a key role in supporting the team to ensure clients receive consistently exceptional service.
With over two years of experience assisting a C-suite executive, Petra has developed strong expertise in managing administrative, clerical, and calendar functions. She is also highly skilled at coordinating with teams to successfully meet project deadlines.