Client Assistant

Perpetual Guardian; Remuera Settlement; On-site; NZD 45,000 - 65,000; Full time

Benefits offered by this job

Health and Life Insurance Cover*

Flexible working options*

Discounts on company products – free 1

Job summary

Perpetual Guardian in Remuera, North Island, is seeking a highly organized Client Assistant to join our Remuera team. This permanent, full-time role partners with a Client Manager to deliver exceptional customer service and comprehensive admin support, handling diverse tasks with accuracy and professionalism.

You will bring at least 2+ years in administration and customer service, ideally in financial services or the trustee sector, with strong CRM and MS Office skills and a collaborative,

Qualifications

• You will have strong experience in roles requiring attention to detail and the ability to keep pace with a busy office.
• 2+ years administration and customer service experience, preferably in financial services or the trustee industry.

Responsibilities

• Deliver high-quality, accurate, and timely service to our clients.
• Build and maintain strong internal and external relationships.
• Ensure compliance with statutes, regulations and company policy.
• Achieve agreed productive/chargeable hours targets.
• Attend client meetings where appropriate.
• Juggle multiple tasks and deadlines in a busy office environment.
• Proactively use Microsoft Office and CRM systems to support clients and colleagues.

Skills

Attention to detail

Customer service

Time management

Teamwork

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.

Perpetual Guardian – Remuera, North Island

Full time, Permanent

2d ago , from Perpetual Guardian New Zealand

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.

• 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.
• 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
• 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.

Next Steps

We will accept applications up until 27 September 2026, though we will commence interviews as we see suitable candidates coming through.

Please note that we will not be providing feedback on applications before the interview stage.

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.