Client Assistant

About the Business:

Perpetual Guardian is a leading provider of Estate Management Services in New Zealand. Whether it is through Wills, Trusts, Enduring Powers of Attorney, Investment Advisory or Philanthropic ventures, we’re committed to growing and preserving the wealth and legacy of our clients.

A great team is our most valuable asset; we recruit, train, empower and reward our people to deliver excellence in comprehensive financial solutions and services. Our people are passionate about what they do and have a genuine interest in the wellbeing of our clients.

About the Role:

Join Perpetual Guardian as a Client Assistant in Auckland, supporting Client Managers with high-quality administrative and client service delivery.

We are looking for a highly organised and solutions-focused individual to join our Auckland branch. Our Client Assistants are a key part of our team, partnering with a Client Manager to deliver exceptional administrative support to our Client Managers

Key accountabilities of the role include, but are not limited to:

• Ensure delivery of a high-quality, accurate and timely service to our Client Managers. • Completing documentation relating to execution of a client’s instructions. • Managing Client Managers calendar and diarising client appointments. • 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.

About You:

The right candidate for the role will: • Have strong experience in a role requiring attention to detail and • The ability to keep pace with a busy office • Have relevant experience working in the financial industry • Be adaptable, innovative and possesses a growth mind set • Be a team player • Be well organised with the ability to prioritise.

Skills, Knowledge and Expertise • At least 3 years administration experience in financial services is essential • Experience in trustee industry preferred, but not essential • Tertiary education preferred, but not essential • Completion of High School education essential • Ability to maintain deep relationships with clients and referrers via meaningful engagement. • Proven computer skills, such as Microsoft Office and Client Relationship Management systems (CRM) • Excellent attention to detail and strong work ethic • A flexible working style, the ability to excel when working independently and as part of a team

Benefits • Opportunity to work with Wealth Management Experts in New Zealand • Career growth and training opportunities. • Health and Life Insurance Cover* • Flexible Working Arrangement* • Discounts on company products – including free will! • Discounts on products and services through commercial business partners such as gym membership discounts etc.

This full-time role offers variety, relationship-building, and a pathway into the wealth management industry. Enjoy meaningful work, career development, and great benefits in a values-driven team.

If you have the skills listed above, and you are interested in this role, please follow the instructions below to apply for this role.