Adviser and Client Support

Stuart Carlyon; Auckland; In loco; NZD 45.000 - 65.000; Tempo pieno

Descrizione del lavoro

Carlyon Limited in Auckland seeks an Adviser Support person to join our small team of three. You will handle client servicing, transaction processing, portfolio administration and support around major life events, bringing empathy and organisation.

You will be the main operations contact for our custodian NZXWT, process transactions, manage portfolio reporting, bonds and term deposits, onboard new clients, coordinate transfers, and support advisers and clients with clear communication.

Competenze

• Experience in financial advice support or wealth management.
• Ability to handle investment administration and banking tasks.
• Strong numerical literacy and reliable, precise work ethic.
• Empathetic approach with clients during life events.

Mansioni

• Be the main operations contact for our custodian NZXWT and disseminate updates.
• Process client investment transactions, withdrawals and deposits, and monitor cash balances.
• Manage portfolio reporting and keep investment fund information up to date.
• Handle new bond issues and monitor maturities of bonds and term deposits.
• Onboard new clients and process required documentation.
• Coordinate portfolio transfers following changes in ownership.
• Coordinate with executors, lawyers, trustees, beneficiaries and others after significant events.
• Provide occasional reception cover and welcome clients.

Conoscenze

Financial advice support

Wealth management

Investment administration

Banking experience

Strumenti

NZXWT

Zoho CRM

Descrizione del lavoro

Stuart Carlyon is an established financial planning business offering independent, holistic advice and investment portfolio management. We advise and support clients throughout their individual life journeys.

We are seeking a capable, highly organised Adviser Support person to join our three-person support team. The role combines regular transaction processing with client servicing, documentation, portfolio administration, and coordination around major life events that affect clients' finances, such as bereavement. Empathy is essential.

Key responsibilities

Our client relationships give our team a strong sense of purpose. Supporting all seven financial advisers and their clients, you will take ownership of the following:

Be the main operations contact for our custodian, NZXWT, resolving issues and disseminating platform updates.

Process client investment transactions, withdrawals and deposits, and monitor cash balances.

Manage portfolio reporting and keep investment fund information, tools and processes up to date.

Manage new bond issues and monitor bond and term deposit maturities.

Invite clients to the online investor portal and help them use it.

Alongside these regular tasks, you will handle a range of ad hoc activities, including:

Onboard new clients and process the required documentation.

Manage portfolio transfers following changes in ownership.

Coordinate with executors, lawyers, trustees, beneficiaries and other relevant parties following a client's death or other significant events.

Provide occasional reception cover, answering calls and welcoming clients.

Your skills and experience

You are well organised, with experience in financial advice support, wealth management, investment administration, banking or a similar field, and a proven ability to complete work on time.

You are confident working with multiple advisers, clients and external providers, supported by clear written and verbal communication, strong systems experience and sound numeracy. You bring a calm, discreet and empathetic approach, especially when clients face significant life changes.

Experience with NZXWT, Zoho CRM, investments, bonds, term deposits or portfolio transfers is helpful. Equally important are transferable skills and a willingness to learn.

What we offer

Recognition of your skills and a varied, central role where you can make a real difference.

A supportive, professional team in Parnell.

Meaningful connections with advisers and clients.

A client-first culture, not a commission-driven one.