Client Assistant

Perpetual Guardian; New Zealand; On-site; NZD 52,000 - 66,000; Full time

Benefits offered by this job

Health and Life Insurance

Flexible working options

Discounts on company products

Job summary

Perpetual Guardian is seeking a highly organised Client Assistant for our Remuera team. You will partner with a Client Manager to provide exceptional customer service and administration, delivering quality service to clients, intermediaries and divisions.

You will thrive in a busy office, support multiple priorities, and contribute to a collaborative team environment while applying training in wills, trusts and power of attorney as needed.

Qualifications

• 2+ years administration and customer service experience, preferably in financial services or trustee industry.
• Demonstrated attention to detail and ability to manage multiple deadlines in a busy office.
• Ability to build and maintain strong client and referrer relationships.
• Proficiency with Microsoft Office and CRM systems.

Responsibilities

• Deliver high-quality, accurate, timely client service and administrative support.
• Build strong internal and external relationships.
• Ensure compliance with statutes, regulations and company policy.
• Achieve productive/chargeable hours targets.
• Attend client meetings where appropriate.

Skills

Attention to detail

Customer service

Administration

CRM experience

Microsoft Office

Tools

CRM systems

Job description

Client Assistant

Application Deadline: 27 November 2026

Department: Branch Network

Employment Type: Permanent - Full Time

Location: Remuera Branch

Reporting To: Tony Brokenshire

Description

We are looking for a highly organised and solutions-focused individual to join our Remuera team. 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

• 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

• Ability to keep pace with a busy office and juggle multiple tasks and deadlines
• 2+ years' administration and customer service experience, preferably in financial services or the trustee industry
• 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*
• Flexible working options*
• Discounts on company products - including free will!
• Discounts on products and services through commercial business partners

*eligibility criteria apply.

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