Administration Assistant

Perpetual Guardian; Auckland; On-site; NZD 48,000 - 62,000; Full time

Benefits offered by this job

Health and Life Insurance Cover

Flexible working options

Discounts on company products

Discounts on products and services th…

Free will discounts

Job summary

Perpetual Guardian in Auckland is seeking an Administration Assistant to support the Head of Platinum Services and a Senior Financial Adviser responsible for high-net-worth clients. You will handle client onboarding, monthly reporting, dividend administration, and document review, while coordinating communications and proposals.

This role offers variety, learning opportunities, and flexibility with supportive training.

Qualifications

• 1 - 2 years Administration or Secretarial experience
• Ability to demonstrate strong relationship management skills and professional communication
• Ability to manage competing priorities
• Financial services industry experience is strongly preferred, but not essential. While strong professional communication skills are necessary, we will provide full training
• Strong customer service ethic and attitude.

Responsibilities

• Attend to correspondence and other administrative communications with key clients
• Monitor a monthly internal activity calendar for a large, multilayered client
• Complete documentation related to the execution of a client's instruction
• Onboarding of new clients and administration services for existing clients
• Client shares administration and client communication
• Ensuring all client documentation is compliant
• 1 - 2 years Administration or Secretarial experience
• Ability to demonstrate strong relationship management skills and professional communication
• Ability to manage competing priorities
• Financial services industry experience is strongly preferred, but not essential. While strong professional communication skills are necessary, we will provide full training
• Strong customer service ethic and attitude.
• Opportunity to work with Wealth Management Experts in New Zealand
• Health and Life Insurance Cover*
• Flexible working options*
• Discounts on company products - including free will!
• Discounts on products and services through commercial business partners

Skills

Attention to detail

Relationship management

Professional communication

Customer service

Time management

Job description

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Perpetual Guardian - Auckland, North Island

Full time, Permanent

8h ago , from Perpetual Guardian New Zealand

This role is a key member of the Platinum Services team, responsible for delivering exceptional service to both internal and external stakeholders. The primary focus is providing administrative support to the Head of Platinum Services and a Senior Financial Adviser who manages high-net-worth client portfolios.

The role encompasses a broad range of administrative responsibilities, including monthly reporting, client communications, dividend administration, client onboarding, document review, research and analysis, and support with preparing client proposals and recommendations.

This role will preferably be based in Auckland, however we are open to other locations.

You will have strong experience in role requiring attention to detail and demonstrate the ability to keep pace with a busy office. You will enjoy keeping things running smoothly behind the scenes.

You will be eager to learn and comfortable taking on a variety of tasks, from administration and client communication through to supporting the wider team.

You'll enjoy working in a role where no two days are exactly the same, and where your ability to be reliable, proactive and thorough makes a real difference. You don't need to have all the answers. What's important is that you're willing to learn, ask questions and take pride in delivering a high standard of work and service.

As an Administration Assistant, you will:

• Attend to correspondence and other administrative communications with key clients
• Monitor a monthly internal activity calendar for a large, multilayered client
• Complete documentation related to the execution of a client's instruction
• Onboarding of new clients and administration services for existing clients
• Client shares administration and client communication
• Ensuring all client documentation is compliant
• 1 - 2 years Administration or Secretarial experience
• Ability to demonstrate strong relationship management skills and professional communication
• Ability to manage competing priorities
• Financial services industry experience is strongly preferred, but not essential. While strong professional communication skills are necessary, we will provide full training
• Strong customer service ethic and attitude.
• Opportunity to work with Wealth Management Experts in New Zealand
• Health and Life Insurance Cover*
• Flexible working options*
• Discounts on company products - including free will!
• Discounts on products and services through commercial business partners

*eligibility criteria apply.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.