Wealth Management Administrative Assistant

Perpetual Guardian; Auckland; Hybrid; NZD 48,000 - 62,000; Full time

Benefits offered by this job

Health and Life Insurance Cover

Flexible working options

Discounts on company products

Discounts on products and services th…

Free will discounts

Job summary

Perpetual Guardian in Auckland is seeking an Administration Assistant to support the Head of Platinum Services and a Senior Financial Adviser responsible for high-net-worth clients. You will handle client onboarding, monthly reporting, dividend administration, and document review, while coordinating communications and proposals.

This role offers variety, learning opportunities, and flexibility with supportive training.

Qualifications

• 1 - 2 years Administration or Secretarial experience
• Ability to demonstrate strong relationship management skills and professional communication
• Ability to manage competing priorities
• Financial services industry experience is strongly preferred, but not essential. While strong professional communication skills are necessary, we will provide full training
• Strong customer service ethic and attitude.

Responsibilities

• Attend to correspondence and other administrative communications with key clients
• Monitor a monthly internal activity calendar for a large, multilayered client
• Complete documentation related to the execution of a client's instruction
• Onboarding of new clients and administration services for existing clients
• Client shares administration and client communication
• Ensuring all client documentation is compliant
• 1 - 2 years Administration or Secretarial experience
• Ability to demonstrate strong relationship management skills and professional communication
• Ability to manage competing priorities
• Financial services industry experience is strongly preferred, but not essential. While strong professional communication skills are necessary, we will provide full training
• Strong customer service ethic and attitude.
• Opportunity to work with Wealth Management Experts in New Zealand
• Health and Life Insurance Cover*
• Flexible working options*
• Discounts on company products - including free will!
• Discounts on products and services through commercial business partners

Skills

Attention to detail

Relationship management

Professional communication

Customer service

Time management

Job description

Perpetual Guardian in Auckland is seeking an Administration Assistant to support the Head of Platinum Services and a Senior Financial Adviser responsible for high-net-worth clients. You will handle client onboarding, monthly reporting, dividend administration, and document review, while coordinating communications and proposals.

This role offers variety, learning opportunities, and flexibility with supportive training.