Client Assistant

Perpetual Guardian; Auckland; On-site; NZD 52,000 - 65,000; Full time

Benefits offered by this job

Health and Life Insurance—Cover*

Discounts on company products (free-w)

Discounts with business partners

Career growth & training opportunities

Job summary

Perpetual Guardian in Takapuna, Auckland, is seeking a highly organised Client Assistant to partner with a Client Manager and deliver outstanding customer service and administrative support. You will handle client communications, maintain accurate records, manage multiple tasks and ensure compliance with policies, while contributing to a collaborative team in a busy branch.

A supportive environment with full training, career growth opportunities and staff benefits awaits the successful candidate

Qualifications

• 2+ years administration and customer service experience.
• Strong attention to detail and ability to juggle multiple deadlines.
• Team player with a focus on excellent client service.
• Proficient with Microsoft Office; CRM experience advantageous.

Responsibilities

• Deliver high-quality, accurate service to clients and intermediaries.
• Build strong internal and external relationships.
• Ensure compliance with statutes, regulations and company policy.
• Meet productive/chargeable hours targets and attend client meetings.

Job description

Description

We are looking for a highly organised and solutions-focused individual to join our Takapuna branch. Our Client Assistants are a key part of our team, partnering with a Client Manager to deliver exceptional customer service and administrative support. This includes the delivery of quality service to clients, intermediaries and other divisions within Perpetual Guardian.

Application Deadline: 17 September 2026

Department: Branch Network

Location: Takapuna Branch

About You

You will have strong experience in role requiring attention to detail and demonstrate the ability to keep pace with a busy office. While it is not essential for you to possess specialist knowledge in our industry (Wills, Trusts, Enduring Power of Attorney - you will receive full training), what you must be able to demonstrate is a drive and a track record of providing the highest level of customer service and administrative excellence! You will also be a team player.

Key Responsibilities

As a Client Assistant, you will:

• Ensure delivery of a high-quality, accurate and timely service to our clients.
• Build strong relationships, both internally and externally.
• Ensure full compliance with statutes, regulations and company policy.
• Achieve the agreed productive/chargeable hours target.
• Attend client meetings where appropriate.

Skills, Knowledge and Expertise

• 2+ years administration and customer service experience, preferably in financial services or the trustee industry
• Ability to keep pace with a busy office and juggle multiple tasks and deadlines
• Ability to maintain deep relationships with clients and referrers via meaningful engagement
• Proven computer skills, including using Microsoft Office. Experience working with Client Relationship Management (CRM) systems is advantageous
• Excellent attention to detail and strong work ethic.
• A flexible working style with the ability to excel when working independently and as part of a team

Benefits

• Opportunity to work with Wealth Management Experts in New Zealand - career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
• Health and Life Insurance Cover*
• Discounts on company products - including free will!
• Discounts on products and services through commercial business partners

*eligibility criteria apply.