Wealth Management Administrator

Administrative Assistants (Administration & Office Support) Yovich & Co is a local wealth management and investment advisory firm based in the Whangarei CBD, with a proud history of building clients' wealth that dates back to 1968. At Yovich & Co, we pride ourselves on working with our clients to plan for their future, so they can enjoy the security and freedom their wealth affords them in later years.  We currently have an opportunity for an outstanding individual to join the team. We are a forward looking firm with a strategy of leveraging off technology to provide the best service and outcomes for our clients. The Role Your core role will be to assist with account opening and prepare Registry documentation relating to client share holdings. You will work closely with our Financial Advisers, local Lawyers, and Accountants to ensure timely and accurate processing of client documentation pertaining mostly to Trusts & Estates. About You Familiarity with legal documentation and AML processes – Trust Deeds, Change of Trustees, Probate. Strong customer service focus with ability to develop and maintain good professional working relationships. Outstanding interpersonal and communication skills, and excellent attention to detail. Reliability, with a track record in meeting targets and deadlines. Strong skills in IT/computing, Microsoft office and familiar with DocuSign. Friendly, approachable, and willing to take ownership of the role. Qualifications Minimum 3 years' work experience in office administration / client paperwork. Previous experience working in Accounting, Legal or Property administration would be advantageous. Friendly work environment, with great team members. How to Apply If you are interested in this role, please apply now by sending your CV and cover letter to Angela Goodall at  (email protected) by 22nd April 2024. In your cover letter, please outline: Why you are applying; and What you can bring to the role. Your application will include the following questions: Which of the following statements best describes your right to work in New Zealand? How many years' experience do you have as a Management Administrator? Which of the following Microsoft Office products are you experienced with? Do you have customer service experience? Report this job advert Don't provide your bank or credit card details when applying for jobs. #J-18808-Ljbffr