Wealth Advisor Assistant – Elite Administrative Support

Metro Recruitment; Auckland; On-site; NZD 60,000 - 85,000; Full time

Job summary

Metro Recruitment seeks an exceptional PA/Administrator to support two Wealth Advisors in a leading New Zealand wealth and investment management firm. You will manage busy schedules, liaise with high-value clients, and provide essential administrative support to deliver outstanding service.

The role requires strong organisational skills, attention to detail, and experience in financial or professional services.

Qualifications

• Exceptional organisational and time management skills.
• Outstanding attention to detail and accuracy.
• Strong verbal and written communication skills.
• A warm, professional and client-focused approach.
• Experience working in regulated environments.

Responsibilities

• Support two Wealth Advisors with day-to-day activities.
• Calendar management and client liaison.
• Provide administration and prepare documentation.
• Coordinate meetings and keep processes organised behind the scenes.
• Handle tasks with a proactive and discreet approach.

Skills

Organisational skills

Attention to detail

Communication skills

Client-focused

Regulated environments experience

Job description

Metro Recruitment seeks an exceptional PA/Administrator to support two Wealth Advisors in a leading New Zealand wealth and investment management firm. You will manage busy schedules, liaise with high-value clients, and provide essential administrative support to deliver outstanding service.

The role requires strong organisational skills, attention to detail, and experience in financial or professional services.