Client AssistantApplication Deadline: 29 November 2024Department: Branch NetworkEmployment Type: Permanent - Full TimeLocation: Takapuna BranchReporting To: Cindy SuttieDescriptionWe are looking for a highly organised and solutions-focused individual to join our Takapuna team. Our Client Assistants are a key part of our team, partnering with a Client Manager to deliver exceptional customer service and administrative support. This includes the delivery of quality service to clients, intermediaries and other divisions within Perpetual Guardian.About YouYou will have strong experience in role requiring attention to detail and demonstrate the ability to keep pace with a busy office. While it is not essential for you to possess specialist knowledge in our industry (Wills, Trusts, Enduring Power of Attorney - you will receive full training), what you must be able to demonstrate is a drive and a track record of providing the highest level of customer service excellence! You will also be a team player.Key ResponsibilitiesAs a Client Assistant, you will:Ensure delivery of a high-quality, accurate and timely service to our clients.Build strong relationships, both internally and externally.Ensure full compliance with statutes, regulations and company policy.Achieve the agreed productive/chargeable hours target.Attend client meetings where appropriate.Skills, Knowledge and ExpertiseAbility to keep pace with a busy office and juggle multiple tasks and deadlines1+ year's administration and customer service experience, preferably in financial services or the trustee industryAbility to maintain deep relationships with clients and referrers via meaningful engagementProven computer skills, including using Microsoft Office. Experience working with Client Relationship Management (CRM) systems is advantageousDemonstrated attention to detail and strong work ethic.A flexible working style with the ability to excel when working independently and as part of a teamBenefitsOpportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.Health and Life Insurance Cover*Discounts on company products – including free will!Discounts on products and services through commercial business partners*eligibility criteria apply.Please note that due to the high volume of applications, we will not be providing candidates with individual feedback before the interview stage.
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