Adviser Assistant

Crescent Consulting; Christchurch; On-site; NZD 50,000 - 65,000; Full time

Job summary

A respected financial advisory firm in Christchurch seeks an assistant to support its growing team. This role includes client onboarding, ensuring compliance with regulations, and maintaining strong client relationships. Ideal candidates will have experience in finance or a related field and possess excellent attention to detail and communication skills.

Benefits

Career development opportunity

Supportive and encouraging environment

Qualifications

• Previous experience in finance, accounting, legal or banking sector.
• Understanding of AML & CFT requirements.
• Ability to work autonomously.

Responsibilities

• Serve as the first point of contact for clients.
• Onboard new clients and manage ongoing client relationships.
• Ensure compliance with AML & CFT requirements.

Skills

Attention to detail

Communication

Client relationship building

Understanding of investment services

Job description

• Respected locally owned firm
• Career development opportunity
• Supportive and encouraging environment

Who is hiring?
Fortitude Financial is the amalgamation of three independent financial advisory firms, now a team of five advisers they provide independent financial advice, retirement planning and investment advisory services to a range of clients and charities. They are a close knit team, operating from offices on the fringe of the CBD. Due to an upcoming retirement, they are looking for a new assistant to support the team.

The Role?
You will be the first point of contact for clients, working closely with the advisers to provide a high level of service to new and existing clients. The assistant will be involved in the onboarding of new clients, gathering of required information ensuring adherence to AML & CFT requirements, along with client reviews and ongoing client management. Being part of a small knit team will provide opportunities to be involved in all aspects of the business, supporting the wider team as necessary.

What you will need?
To succeed in this role you will need;

• Previous experience in the finance/ accounting/ legal or banking sector
• An understanding of investment services
• Attention to detail and to be comfortable working in a highly regulated and compliance focused environment
• An understanding of AML & CFT requirements
• The ability to work autonomously along with excellent communication skills
• Able to build long term client relationships

What to do next?
For a confidential discussion about this opportunity please contact Andrew O'Regan on 03 928 2614 or email [e-mail]. Alternatively apply now to submit your C.V.

Our recruitment process is inclusive and adaptable—if you require any accommodations, please let us know at any stage of the application process.

If you're interested in this role but don’t tick every box listed, we’d still love to hear from you! Our clients value diversity and inclusion, recognising that each person brings a distinct blend of expertise, abilities and experience. We champion an inclusive workplace where all employees have equal access to opportunities. We recognize Mana Māori and mātauranga Māori as valuable professional expertise.

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