Client Concierge & Admin Specialist — Flexible Hours

Perpetual Guardian; New Zealand; In loco; NZD 52.000 - 66.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health and Life Insurance

Flexible working options

Discounts on company products

Descrizione del lavoro

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.

Competenze

• 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.

Mansioni

• 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.

Conoscenze

Attention to detail

Customer service

Administration

CRM experience

Microsoft Office

Strumenti

CRM systems

Descrizione del lavoro

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.