Adviser Assistant - Auckland

Forsyth Barr Limited; Auckland; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Competitive remuneration

Comprehensive medical insurance

Job summary

Forsyth Barr is seeking an experienced Adviser Assistant to join our Auckland CBD Adviser team. This long-term role focuses on delivering high-level administrative and operational support to Investment Advisers and clients, ensuring a seamless, professional service.

The successful candidate will bring maturity, discretion, commercial awareness, and confidence to operate in a fast-paced financial services environment, with opportunities to grow within the Adviser Assistant profession.

Qualifications

• Solid experience in financial services or investment markets.
• Extensive administrative and operational experience.
• Highly proficient in Microsoft Excel and comfortable with financial data.
• Comfortable using AI applications such as ChatGPT, Claude.
• Professional communication and ability to build trusted relationships.
• High attention to detail and absolute discretion.

Responsibilities

• Manage Adviser workflows and calendars to ensure smooth operations.
• Prepare high-quality Excel analysis and reporting for client reviews.
• Support client meeting preparation and follow-up actions.
• Maintain accurate client records and documentation for compliance.
• Coordinate client communications and internal processes.
• Identify opportunities to improve systems and reporting efficiency.

Skills

Financial services experience

Administrative experience

Excel proficiency

Attention to detail

Discretion & professionalism

Tools

Microsoft Excel

ChatGPT/AI tools

Job description

Shape Your Future with Forsyth Barr - Join Our Team Today

Forsyth Barr is seeking an experienced and career-focused Adviser Assistant to join our Auckland CBD Adviser team.

This is a long-term opportunity for a capable professional who brings, structure, administrative and operational strength, and is committed to building their career within the Adviser Assistant profession.

About Forsyth Barr

Investors have put their trust in Forsyth Barr for 90 years. We are a majority staff and New Zealand owned NZX firm, providing a full range of investment options including sharebroking, portfolio management, research and investment banking services.

Our success is built on trusted client relationships - and exceptional teams who support our Advisers.

The Opportunity

Working within our collaborative Adviser team , you will provide high-level administrative and operational support to Investment Advisers, ensuring both the team and our clients experience a seamless, professional service.

This role requires maturity, discretion, strong commercial awareness and the confidence to operate effectively in a fast-paced financial services environment.

Core responsibilities include:

• Managing Adviser workflows and calendars
• Preparing high-quality Excel analysis and reporting
• Supporting client meeting preparation and follow-up actions
• Maintaining accurate client records and documentation in line with compliance requirements
• Coordinating client communications and internal processes
• Identifying opportunities to improve systems and reporting efficiency

What We’re Really Looking For

• Has solid experience in financial services or investment markets.
• Extensive administrative and or operational experience.
• Is highly proficient in Microsoft Excel and confident working with financial data
• Confident in using AI applications i.e .ChatGPT, Claude,
• Communicates professionally and builds trusted relationships
• Demonstrates high attention to detail and absolute discretion
• Is seeking stability and a long-term position within a high-performing team

Why Forsyth Barr?

Be part of a respected NZX-listed firm with a 90-year legacy

Work within a collaborative, high-performing team

Competitive remuneration and comprehensive medical insurance

A stable, long-term career opportunity

If you are ready to contribute your experience to a team that values professionalism, trust and long-term commitment, we welcome your application.