Client Assistant

Perpetual Guardian; Ōrākei; In loco; NZD 50.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health and life insurance cover

Flexible working options

Discounts on company products (free W?

Discounts with partners

Descrizione del lavoro

Perpetual Guardian is seeking an organised Client Assistant to join the Remuera team in Auckland. You will partner with a Client Manager to deliver exceptional customer service and administrative support across clients, intermediaries and divisions.

The role offers dynamic responsibilities and opportunities to grow within wealth protection services. You will be part of a supportive team, handling multiple tasks with attention to detail and a drive to maintain high service standards.

Competenze

• 2+ years administration and customer service experience, preferably in financial services or trustee industry.
• Experience with CRM systems is advantageous.
• Strong attention to detail with ability to manage multiple tasks and deadlines.

Mansioni

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

Conoscenze

Attention to detail

Customer service

Organisational skills

Team player

Multi-tasking

Formazione

2+ years administration experience

Strumenti

Microsoft Office

CRM systems

Email & correspondence

Descrizione del lavoro

Medical & Life Insurance package included

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+ year’s 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.

We will accept applications up until 27 November 2026.

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

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.