Wealth Advisor Assistant - Pro Administrative Support

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

Job summary

Metro Recruitment is assisting a premier wealth and investment management firm in Auckland to hire an Adviser Assistant (PA/Administrator). You will support two Wealth Advisors with calendar management, client liaison, and a wide range of administrative tasks to ensure exceptional service.

Ideal candidates are highly organised, detail-oriented and discreet, with experience in financial or professional services environments.

Qualifications

• Experience in support/PA/administration roles, preferably in financial services or professional services.
• Strong organisational and time management skills.
• Excellent written and verbal communication with clients.

Responsibilities

• Manage calendars and schedules for two Wealth Advisors.
• Coordinate meetings and prepare documentation.
• Liaise with clients and provide high-level administrative support.
• Proactively organise and prioritise tasks to keep operations smooth.
• Maintain professionalism, discretion and confidentiality in client interactions.

Skills

Organisational skills

Attention to detail

Communication skills

Client-focused

Proactive attitude

Discretion

Numerical/financial awareness

Time management

Job description

Metro Recruitment is assisting a premier wealth and investment management firm in Auckland to hire an Adviser Assistant (PA/Administrator). You will support two Wealth Advisors with calendar management, client liaison, and a wide range of administrative tasks to ensure exceptional service.

Ideal candidates are highly organised, detail-oriented and discreet, with experience in financial or professional services environments.