Investment Associate

Cavanagh & Associates; Devonport-Takapuna; On-site; NZD 70,000 - 110,000; Full time

Benefits offered by this job

Amazing office with water views

Great company culture

Job summary

Cavanagh & Associates – Takapuna, North Island, seeks an outstanding Investment Associate to support investment advisors with a broad admin skillset and direct client contact. The role includes onboarding new clients, producing client communications, and ensuring timely settlements and transfers.

The ideal candidate will have experience in Financial Services or Banking, strong communication skills, and adaptability to technology platforms.

Qualifications

• Experience in Financial Services/Banking preferred.
• Strong communication and client service focus.

Responsibilities

• Assist and support investment advisors; be the go-to person.
• Onboard new clients.
• Point of contact for clients.
• Produce and distribute client reports and notices.
• Monitor settlements and coordinate transfers.
• Respond to inquiries with outstanding service.
• Assist with AML compliance and due diligence.
• Help set up events and meetings.

Skills

Communication skills

Client onboarding

Administrative skills

AML compliance

Problem solving

Tech adaptability

Tools

Custodial platforms

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.

Cavanagh & Associates – Takapuna, North Island

Highly regarded and respected as one of Australasia’s leading investment and wealth management firms seeks an outstanding investment associate.

Financial Services/Banking industry + experience with custodial platforms

Outstanding opportunity to accelerate your investment career. Learn from the best

Takapuna. Amazing office with water views. Swim and or walk at lunch time!

Don’t underestimate the success and results of this organisation and its staff; for 36 plus years they have been quietly helping to grow their clients’ wealth with unequalled service and investment portfolios that stand the test of time. They work with their clients to help them achieve their financial and lifestyle objectives with tailored investment and financial advice.

#Experience #Integrity #Service

This organisation has a great company culture; leaders lead by example and endlessly share their knowledge and expertise. Everyone is passionate about what they do, are a close-knit, hardworking, supportive team, and are renowned for providing outstanding service and investment expertise.

As Investment Associate, your role is to assist and support the investment advisors by undertaking a varied range of administrative functions. This role is very hands on; you will be a natural at organising and co-ordinating along with having a broad administrative skillset. The associated duties and responsibilities to this role will incorporate the following:

Assist and support the investment advisors; being their ‘go to person’

Onboard new clients

Point of contact for clients

Produce and distribute client correspondence (financial reports, corporate action notices and research)

Monitor settlements and co-ordinate transfers

Respond to enquiries, provide outstanding customer service

Problem solve and trouble shoot

AML compliance and client due diligence

Assist with the set up and running of internal and external events and meetings

Having Financial Services / Banking industry and experience with custodial platforms will be advantageous. However, key to your success in this role will be your ability to thrive in a fast-paced and multi-dimensional environment, your impeccable communication skills, and your adaptability to technology platforms.

If you are a highly motivated individual who has a keen interest in the New Zealand investment industry with excellent attention to detail, adheres to tight deadlines, has a strong work ethic and is proactive with a can-do attitude then this is the role for you.

You will be joining a busy, close-knit team who work hard together achieving common goals, and they are all very passionate about what they do. Investments are their passion and getting the best results for their clients.