Adviser's Assistant - Financial Services

ParkerBridge; Christchurch; On-site; NZD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive remuneration

Supportive team culture

On going training and support

Career progression and development

Opportunity to work with influentialLe

Job summary

ParkerBridge in Christchurch is seeking a senior administrator to provide essential support to the senior advisor, ensuring smooth operations across the administrative side and managing client accounts. This is a full-time office-based role requiring discretion, foresight and high-level coordination.

You will maintain client engagement, prepare meetings, liaise with stakeholders and protect sensitive information while enabling strategic focus and business efficiency.

Qualifications

• Experience supporting senior leadership within financial services or investments.
• Ability to handle highly confidential information.
• Excellent written and verbal communication in a professional manner.
• Calm, composed and professional demeanour under pressure.

Responsibilities

• Manage client documents in adherence to company policies and compliance requirements.
• Handle client communications, enquiries, calls, messages, and mail-outs while providing professional front-desk support.
• Assist with client meeting preparation, follow-up actions, and ongoing service requirements.
• Maintain accurate client records and update information.
• Provide adhoc administrative support to the advisory team.
• Attend branch meetings, trainings.

Skills

Global mindset

Executive support

Communication skills

Education

Tertiary qualification

Job description

About the role:

This is full time busy office based influential role, requiring absolute discretion, foresight, and a high-level coordination. This is more than a traditional Senior Administrator. You will be an essential support to the senior advisor ensuring smooth operations across the administrative side and managing client accounts. From maintaining focal point for client engagement, communication and meeting preparation to liaising with key stakeholders, you will manage sensitive information and play a vital role in enabling strategic focus and business efficiency.

Key responsibilities include:

• Manage client documents in adherence to company policies and compliance requirements


• Handle client communications, enquiries, calls, messages, and mail-outs while providing professional front-desk support


• Assist with client meeting preparation, follow-up actions, and ongoing service requirements


• Maintained accurate client records and update information


• Provide adhoc administrative support to the advisory team


• Attend branch meetings, trainings

About you:

You will bring a global mindset, professional approach, and have experience supporting high-level executives, ideally within financial services, investments. You will be confident managing shifting priorities, thrive in a role with complexity, and have a natural ability to anticipate needs before they arise.

What you’ll need to succeed:

• Proven similar experience supporting senior leadership within financial services


• Ideally a tertiary qualification


• Previous experience with AI integration- highly desirable


• Experience navigating highly confidential information and complex organisational structures


• Polished communication skills, both written and verbal


• A calm, composed, and professional demeanour under pressure

In return the company offers:

• Competitive remuneration


• Supportive team culture


• On going training and support


• Career progression and development


• Opportunity to work with influentialleaders