Client Assistant

Perpetual Guardian; Devonport-Takapuna; On-site; NZD 56,000 - 76,000; Full time

Benefits offered by this job

Health and Life Insurance Cover*

Discounts on company products – incl.

Job summary

Perpetual Guardian Takapuna is seeking a highly organised Client Assistant to support a Client Manager with exceptional customer service and administrative tasks. The role involves delivering quality service to clients, intermediaries and divisions within the firm, with a dynamic daily workload.

No two days are the same, offering diverse responsibilities and opportunities to grow within wealth management. Training will be provided in our core services, including wills, trusts and enduring power

Qualifications

• 2+ years of administration and customer service experience.
• Ability to manage multiple tasks and deadlines in a busy office.
• Proven ability to maintain relationships with clients and referrers.
• Strong computer skills including Microsoft Office; CRM experience is advantageous.
• Excellent attention to detail and a strong work ethic.
• Flexible working style; able to work independently and as part of a team.

Responsibilities

• Deliver high-quality, accurate and timely service to clients.
• Build strong internal and external relationships.
• Ensure compliance with statutes, regulations and company policies.
• Meet and exceed productive/chargeable hours targets.
• Attend client meetings where appropriate.

Skills

Administration experience

Customer service experience

Attention to detail

Relationship-building

Team player

Tools

Microsoft Office

CRM systems

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.

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.

No two days are the same, as the role offers a dynamic and diverse range of responsibilities on a daily basis.

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+ year’s 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
• 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.

Next Steps

We will accept applications up until 24 July 2026, though we will commence interviews as we see suitable candidates coming through.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.