Executive Assistant / Adviser Support

PeopleNZ Limited; Lower Hutt; On-site; NZD 60,000 - 90,000; Full time

Job summary

PeopleNZ Limited is seeking an experienced executive assistant or finance services administrator to support the owner and Senior Adviser within a family‑owned wealth advisory practice. You will coordinate diaries, prepare information, manage follow‑ups and help keep client work moving, while ensuring the office runs smoothly.

This role blends executive assistance, adviser support and office management, with scope to take ownership of processes and contribute to client experience.

Qualifications

• Experienced EA or adviser with exceptional administration skills.
• Strong organisational skills with high attention to detail.
• Ability to work independently, anticipate needs and follow through.
• Warm, professional communication with clients and colleagues.
• Sound judgement, discretion and the ability to handle sensitive matters.
• Proficient with office software, CRM systems and digital tools.

Responsibilities

• Coordinate diaries, client appointments and meeting schedules.
• Assist with correspondence, emails and day-to-day priorities.
• Prepare meeting packs, documents and client communications.
• Track actions and follow-ups to ensure commitments are completed.
• Anticipate upcoming requirements and flag urgent matters to advisers.
• Welcome clients and respond professionally to inquiries.
• Coordinate client reviews, reminders and information gathering.
• Maintain accurate client records and CRM data.
• Support advice implementation and office workflows.
• Manage office supplies and general administration.

Skills

Executive Assistant

Adviser support

Office management

CRM systems

Client service

Wealth management

Discretion

Attention to detail

Tools

Microsoft Office

CRM software

Job description

An exciting next step for a standout EA or financial services professional.

You have stood out throughout your career. Your skills, judgement and professionalism have been highly regarded by the senior and executive managers you have supported. They have trusted you to anticipate their needs, take ownership and deliver to a high standard.

Lyfords is a family-owned wealth advisory business helping individuals, families and business owners create, manage and protect their wealth. As the business transitions between generations within the family, its next phase combines growth with consolidation of the foundations that have supported its success.

We are looking for an experienced EA, a financial adviser with exceptional administration skills who wants to change hats, or a strong administrator from a financial services background. You will support our owner and Senior Adviser, alongside two other advisers, and take responsibility for the smooth day-to-day running of our office. This exciting opportunity offers scope to advance your career as the business enters its next phase.

Why This Could Be a Great Move for You

You will work closely with experienced advisers in a caring family business built on trusted, long-term client relationships. Your contribution will be valued, and you will have the opportunity to help strengthen how the business operates through its next stage of growth and consolidation.

If you are ready to bring your proven capability to a role where you can make a difference and continue developing, this is an opportunity to build on what you already do well and expand your contribution over time. You will have the potential to become the operational backbone of the business as your skills and accountabilities grow.

What You Will Enjoy

A close working relationship with the owner and Senior Adviser in a caring, family-owned business.

A varied role combining executive assistance, adviser support and office management.

The opportunity to take ownership of your work and improve how things run.

Direct involvement in delivering a professional, welcoming client experience.

Opportunities to learn new skills and take on broader accountabilities as your capability develops.

The Role

Your primary focus will be supporting the owner and Senior Adviser, while coordinating support for two other advisers.

You will organise meetings, prepare information, manage follow-ups and help keep client work moving. Alongside this, you will coordinate everyday office requirements so the team has what it needs to work effectively.

Key Responsibilities

Executive assistance and adviser support

Coordinate diaries, client appointments and meeting schedules.

Assist with correspondence, emails and day-to-day priorities.

Prepare meeting packs, documents and client communications.

Track actions and follow-ups so commitments are completed.

Anticipate upcoming requirements and bring urgent or sensitive matters to the appropriate adviser’s attention.

Client service and workflow coordination

Welcome clients and respond professionally to enquiries.

Coordinate client reviews, reminders and information gathering.

Liaise with advisers, paraplanners and support staff to keep work progressing.

Maintain accurate client records, CRM information and workflow updates.

Support the administration and follow-through of agreed advice implementation.

Office management

Coordinate office supplies, suppliers, maintenance and everyday office needs.

Keep filing, documentation and shared information organised and accessible.

Help organise team meetings, client events and other business activities.

Identify practical ways to improve administrative processes and office efficiency.

What We’re Looking For

You will be an experienced EA, an adviser with exceptional administration skills who wants to change hats, or a strong administrator from a financial services background, ideally within wealth management. Your previous managers have valued your contribution, and you will also demonstrate:

Consistently high standards of organisation, accuracy and attention to detail.

The ability to work independently, anticipate needs, prioritise requests and follow through.

Warm, professional communication with clients and colleagues.

Sound judgement, discretion and the confidence to handle sensitive matters professionally.

Confidence using office software, CRM systems and digital tools.

Initiative, accountability and a clear desire to keep learning and advancing your career.

Your Opportunity to Grow

This role offers an opportunity to advance your career in a family business that values your contribution. As you become established, you will be supported to build new skills and take on additional accountabilities aligned with your strengths, interests and the job’s next phase.

This could include greater ownership of client service coordination, systems and workflow improvements, reporting or wider office operations. Development will be supported and responsibilities agreed as your capability grows.

Unlock job insights

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Your application will include the following questions:

• Which of the following statements best describes your right to work in New Zealand?
• What's your expected annual base salary?
• How many years' experience do you have as an Executive Adviser?
• How much notice are you required to give your current employer?