Our client is a well-established wealth management firm based in the heart of Whangarei, with a proud history of helping clients build and protect their wealth since 1968. They are committed to providing personalised financial advice, ensuring clients can enjoy the security and freedom their wealth affords them as they move through life's stages. The firm is forward-thinking and leverages technology to deliver exceptional service and results to clients.
Role Overview:
This is a dynamic and varied role, providing key administrative support to the financial advisers and the wider team. The Wealth Management Administrator / Adviser Assistant will play an important role in ensuring the smooth operation of client documentation, account management, and transaction processing. You will collaborate with financial advisers, lawyers, accountants, and other key stakeholders to ensure timely and accurate client service.
Key Responsibilities:
Assist with account opening and client communications, ensuring all documentation is accurate and processed efficiently.
Prepare registry documentation related to client shareholdings, working closely with financial advisers, local lawyers, and accountants, particularly in the areas of Trusts and Estates.
Manage daily transaction uploads into the CRM system and provide back-up support for checking trade instructions before sending to market.
Support the Managing Director with ad hoc projects, including the maintenance of client databases.
Ensure all legal documentation, including Trust Deeds, Change of Trustees, and Probate forms, is managed accurately and in line with regulatory requirements.
Contribute to the ongoing improvement of internal processes and systems to enhance efficiency.
About You:
The ideal candidate will be someone with a strong customer service focus, who enjoys working in a team environment and has a keen eye for detail. You will have:
Familiarity with legal documentation and AML processes, including Trust Deeds, Change of Trustees, and Probate.
A customer-centric approach with the ability to build and maintain professional relationships.
Excellent communication and interpersonal skills. Has a background in PA/EA or Administration.
Strong IT skills, including proficiency in Microsoft Office and familiarity with DocuSign.
A collaborative mindset and a positive, growth-oriented attitude.
Qualifications & Experience:
Tertiary qualification in a business-related field (preferred).
A minimum of 3 years' experience in office administration or a similar assistant role, ideally within the finance, accounting, legal, or property sectors.
Previous experience in financial services or a client-facing role would be advantageous but not essential.
Benefits:
Be part of a friendly, high-performing team.
Opportunity for annual discretionary bonuses.
Additional leave allowances.
Ongoing career development and growth opportunities.
Other features:
Flexible Start Date: The role can begin either immediately or in the New Year, depending on your availability.
Ability to Adapt: A flexible, positive attitude is essential, as you'll need to adjust to various tasks and projects in a fast-paced environment.
Commitment to Continuous Learning: We value team members who are keen to develop their skills and expand their knowledge in wealth management.
How to Apply:
Please submit your CV and a cover letter outlining your experience and why you would be a great fit for this position to Paula Kalkhoven: ****** or call me on 021 911 685/430 3777.
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