AI-Savvy Business Manager - Wealth Advisory

PeopleNZ Limited; Mount Maunganui; On-site; NZD 100,000 - 130,000; Full time

Job summary

Compound Wealth, based in Mount Maunganui, invites an experienced Business Manager to run the office and day-to-day operations, working closely with the Owner/Senior Advisor and Associate Advisor.

You’ll own the operational backbone, manage appointments and client communications, and oversee onboarding, reviews, CRM, payroll, budgets and cash flow forecasting. A proactive, client-focused professional with NZ financial services exposure is ideal.

Qualifications

• Experience across office management, operations and business administration.
• Confidence with Xero, payroll, budgets and cash flow forecasting.
• Experience managing or improving a CRM and business processes.
• Clear communication and a warm, professional approach to clients.
• Sound judgement and discretion with confidential information.
• An interest in using AI to streamline business processes.
• Knowledge of New Zealand’s financial advice environment and experience with Consilium Wrap would be valuable.

Responsibilities

• Office management and advisor support: Coordinate appointments, client communications and the Owner/Senior Advisor’s calendar.
• Client onboarding and reviews: Build and run onboarding and review processes, prepare review packs and coordinate follow-up.
• Systems and records: Manage the CRM, filing systems and business software, keeping information current and accessible.
• Financial administration: Run payroll, prepare budgets and forecasts, and maintain the business cash flow forecast.
• Business improvement: Document processes and implement improvements that save time and strengthen service.
• People and marketing support: Assist with recruitment and staff onboarding, and support the website, organic marketing and client events until dedicated marketing support is appointed.

Skills

Office management

Operations

Business administration

Payroll

Budgets

Cash flow forecasting

CRM management

Xero

Staff onboarding

Recruitment support

Tools

Xero

CRM software

Payroll software

Job description

Compound Wealth, based in Mount Maunganui, invites an experienced Business Manager to run the office and day-to-day operations, working closely with the Owner/Senior Advisor and Associate Advisor.

You’ll own the operational backbone, manage appointments and client communications, and oversee onboarding, reviews, CRM, payroll, budgets and cash flow forecasting. A proactive, client-focused professional with NZ financial services exposure is ideal.