Investment Associate Cavanagh & Associates

Job title: Investment AssociateCompany: Cavanagh & AssociatesJob description: Don't underestimate the success and results of this organisation and its staff; for 30 plus years they have been quietly helping to grow their clients' wealth with unequalled service and investment portfolios that stand the test of time. They work with their clients to help them achieve their financial and lifestyle objectives with tailored investment and financial advice. This organisation has a great company culture; leaders lead by example and endlessly share their knowledge and expertise. Everyone is passionate about what they do, are a close-knit, hardworking, supportive team, and are renowned for providing outstanding service and investment expertise.As Investment Associate, your role is to assist and support the investment advisors by undertaking a varied range of administrative functions. This role is very hands-on; you will be a natural at organising and coordinating along with having a broad administrative skillset. The associated duties and responsibilities to this role will incorporate the following:Assist and support the investment advisors; being their 'go-to person'Onboard new clientsPoint of contact for clientsProduce and distribute client correspondence (financial reports, corporate action notices, and research)Stakeholder engagementMonitor settlements and co-ordinate transfersRespond to enquiries and provide outstanding customer serviceProblem solve and troubleshootAML compliance and client due diligenceAssist with the setup and running of internal and external events and meetingsKey to your success in this role will be your ability to thrive in a fast-paced and multi-dimensional environment, your impeccable communication skills, and your adaptability to technology platforms. If you are a highly motivated individual who has a keen interest in the New Zealand investment industry with excellent attention to detail, adheres to tight deadlines, has a strong work ethic, and is proactive with a can-do attitude, then this is the role for you. You will be joining a busy, close-knit team who work hard together achieving common goals, and they are all very passionate about what they do. Investments are their passion and getting the best results for their clients.Expected salary:Location: Takapuna, AucklandJob posting date: Thu, 18 Jul 2024 02:46:00 GMTApply for the job now!
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