Advisor Support Specialist (Financial Services)

Forsyth Barr; Christchurch; On-site; NZD 51,000 - 66,000; Full time

Benefits offered by this job

Medical insurance

Professional development

Competitive remuneration

Job summary

Forsyth Barr is seeking an experienced career administrator to join our Christchurch team as an Adviser Assistant. This role supports Investment Advisers by managing client communications, maintaining records, and ensuring the smooth day-to-day running of the branch.

The ideal candidate has a proven track record in high-quality administrative support, with value placed on financial services experience. You will work independently, manage competing priorities, and meet deadlines while maintaining

Qualifications

• Proven track record in administration, ideally within financial services, banking, or a professional services environment.
• Exceptional accuracy with financial data and client records.
• Strong written and verbal communication skills.
• Intermediate to advanced proficiency with Microsoft Outlook, Word and Excel.

Responsibilities

• Provide dedicated support to Investment Advisers, managing client communications and records.
• Ensure smooth day-to-day running of the Christchurch branch.
• Maintain high standards of ownership, anticipation of needs, and reliability.

Skills

Administrative support

Attention to detail

Written and verbal communication

Independent work

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Forsyth Barr is seeking an experienced career administrator to join our Christchurch team as an Adviser Assistant. This role supports Investment Advisers by managing client communications, maintaining records, and ensuring the smooth day-to-day running of the branch.

The ideal candidate has a proven track record in high-quality administrative support, with value placed on financial services experience. You will work independently, manage competing priorities, and meet deadlines while maintaining