Executive Assistant / Broker Support

Our Role
Warren Borlase Insurance & Financial Planning Limited has an Executive Assistant / Broker Support opportunity based in Nelson CBD. This may suit someone wanting exposure to the finance industry or a person who has prior finance/insurance experience but is ready to develop in a small but high performing business. 

Our role includes:

• Assisting seniors with client accounts including corresponding with clients on confidential matters
• Controlling, collecting, and maintaining insurance related records and data
• Preparing underwriting submissions, applications, and renewal proposals, including collecting relevant underwriting data
• Responsibility for client facing office services (phone calls, incoming enquiries and visitor co-ordination)
• Developing and maintaining effective information storage and retrieval systems (electronic and paper)
• Proofreading and editing documentation
• Undertaking continuous improvement processes for the office.

Requirements
If you have an interest in finance/insurance, solid administration, EA experience and genuinely enjoy providing top quality service to clients this role may be for you. 

Additionally, our ideal candidate will have:

• Proven administration and customer service skills with a working knowledge of Microsoft Office suite
• An ability to self-manage and use initiative
• Excellent attention to detail – likes the fine print
• Sound organisational and time management skills as well as the ability to multi-task
• Ability to build and maintain productive client and collegial relationships
• A 'results' focused attitude
• Solid written/verbal communication skills and is calm under pressure
• A confidential and professional work ethic
•  A certificate in Financial Services (NZQA Level 5) or an interest in attaining this qualification.

What we offer

• Interesting work for a small boutique high performing business in Nelson CBD
• One to one mentoring with senior team members
• Flexibility to support work-life balance
• Generous remuneration
•  Exposure to a wide range of financial and insurance information.

What next?
If you think you have what it takes to succeed in this role, please hit the ‘apply now’ button and attach your CV and cover letter.

General
Applications close 11 July 2024 however we may interview suitable candidates as applications are received. 

Applicants must have a legal entitlement to live and work in New Zealand.

About Us
Warren Borlase Insurance & Financial Planning Limited has provided bespoke financial advice to Nelson/Tasman and nationwide clients since 1986. The team tailor personalised financial strategies, help with investment decisions and are dedicated to assisting clients find the best solutions to their insurance needs.

Visit us at www.warrenborlase.co.nz