Adviser Assistant - Timaru

Forsyth Barr; Timaru; On-site; NZD 42,000 - 54,000; Full time

Job summary

Forsyth Barr in Timaru is seeking an Adviser Assistant to support Investment Advisers with a high level of administrative accuracy and reliability.

This full-time role will involve coordinating diaries, preparing client documents, handling routine communications, and ensuring smooth daily operations.

Qualifications

• Strong administrative and organisational skills.
• Excellent attention to detail and accuracy.
• Clear and professional written and verbal communication.
• Ability to manage competing priorities and meet deadlines.
• Interest in financial services and willingness to learn.
• Prev. experience in financial services is helpful but not essential.

Responsibilities

• Provide high-quality administrative support to Investment Advisers.
• Assist with scheduling, document preparation, and client communications.
• Maintain filing systems and data integrity; support team with routine tasks.

Skills

Strong administration

Attention to detail

Communication skills

Prioritisation

MS Office proficiency

Tools

Microsoft Word

Microsoft Outlook

Microsoft Excel

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Shape Your Future with Forsyth Barr – Join Our Team Today!

Are you an accomplished administrator who enjoys keeping people organised, managing important details and providing consistently excellent support?

As a result of an internal promotion, we are looking for a capable and proactive Adviser Assistant to join our Timaru team. This is an excellent opportunity for someone with strong administrative and organisational skills who is interested in financial services and keen to build a rewarding, long-term career in a professional support role.

Working alongside experienced Investment Advisers, you will play an important part in supporting the team and helping us deliver a high standard of service to our clients. You will enjoy varied work, take pride in getting the details right and become someone the team can depend on.

Who are we?

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 share broking, portfolio management, research, and investment banking services.

What will you bring?

• Strong administration and organisational skills
• Excellent attention to detail and a high level of accuracy
• Clear and professional written and verbal communication
• The ability to manage competing priorities and meet deadlines
• A proactive, reliable, and solutions-focused approachConfidence using Microsoft Office, particularly Word, Outlook, and Excel
• Professionalism, discretion, honesty, and integrity
• An interest in the financial services industry and enthusiasm for learning
• Previous experience in financial services would be helpful but is not essential. More importantly, you will be an experienced or naturally capable administrator who enjoys providing high-quality support and wants to continue developing within the Adviser Assistant role.

Why work for us?

With 26 offices stretching from Whangarei to Invercargill, Forsyth Barr offers staff work that is diverse and challenging, enabling them to bring their best qualities to the fore. Ongoing professional development, work-life balance, competitive remuneration packages, and medical insurance are just some of the benefits we extend to our staff.

This is a full-time position working 37.5 hours per week in our Timaru office.

Diversity and inclusion

Forsyth Barr is committed to fostering a diverse and inclusive workplace where everyone can thrive. We believe in celebrating our differences and empowering our people to achieve their best.

Applications close Monday 31 August 2026.