Strategic EA & Adviser Partner in Wealth Advisory

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

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.