Client Services & Admin Specialist - Wealth Protection

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

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