Client Assistant

Company : Perpetual Guardian

Job Type : Full Time

Wellington Central, Wellington

Number of Applicants

:

000+

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Job Description - Client Assistant

Description

Our Client Assistants are a key part of our team, partnering with our Client Managers to deliver exceptional customer service and administrative support in the Financial and Trustee industry.
We are looking for a highly organised and solutions-focused individual to join our Wellington team.

About You

You will have strong experience in role requiring attention to detail and demonstrate the ability to keep pace with a busy office. While it is not essential for you to possess specialist knowledge in our industry (Wills, Trusts, Enduring Power of Attorney - you will receive full training), what you must be able to demonstrate is a drive and a track record of providing the highest level of customer service excellence! You will also be a team player.

Key Responsibilities

As a Client Assistant, you will:

Ensure delivery of a high-quality, accurate and timely service to our clients.
Ensure full compliance with statutes, regulations and company policy.
Draft relevant documentation and manage client files.
Build strong relationships, both internally and externally.
Achieve the agreed productive/chargeable hours target.

Skills, Knowledge and Expertise

Proven administration experience and ability to keep pace with a busy office
1+ year’s administration and customer service, preferably in financial services or the trustee industry
Computer savvy, including using Microsoft Office. Experience working with Client Relationship Management (CRM) systems is advantageous
Excellent attention to detail and strong work ethic.
Admirable customer service skills
A flexible working style with the ability to excel when working independently and as part of a team

Benefits

Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
Health and Life Insurance Cover, and Wellbeing providers*
Flexible Working Arrangements*
Discounts on company products – including free will!

*eligibility criteria apply.

Next Steps
If the above role sounds like you, apply now with an up to date resume and cover letter, explaining why this role interests you. We will be taking application until 19 July 2024, although we will conduct interviews as we see applications come in.

If you have any questions regarding the role, please email [email protected].

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