Adviser Support / Private Wealth Associate Contract Job

Job Opportunity: Administrative Assistant - Private Wealth Management Firm

About the Company

A well-established Australasian private wealth management firm is seeking an Administrative Assistant to join their team for a 6-month contract. The firm is renowned for delivering top-tier investment and wealth management solutions to a diverse client base. With a great company culture, they are passionate, close-knit, hardworking, and dedicated to providing outstanding service and expertise in the field.

Role Description

This busy and varied role requires a strong admin skillset and offers the opportunity to make it your own. As an Administrative Assistant, you will be responsible for supporting the Private Wealth Management Adviser Teams by handling a range of administrative functions. This hands-on role involves tasks such as onboarding new clients, managing client correspondence, coordinating transfers, and assisting with events and meetings.

Key Responsibilities

• Supporting the Private Wealth Management Adviser Teams
• Onboarding new clients and being the point of contact for existing clients
• Producing and distributing client correspondence
• Monitoring settlements and coordinating transfers
• Responding to inquiries and providing exceptional customer service
• Engaging with stakeholders and ensuring AML compliance
• Assisting with event and meeting logistics

Qualifications and Skills

The ideal candidate will possess strong organizational skills, excellent communication abilities, and a knack for adapting to technology platforms. Motivated individuals with a keen interest in the New Zealand investment management industry, attention to detail, and a proactive attitude are encouraged to apply.

How to Apply

If you are ready to thrive in a fast-paced environment and contribute to a dynamic team dedicated to achieving common goals, send your Curriculum Vitae to careers@cavanagh.co.nz today! For more information about exciting opportunities, visit our website at www.cavanagh.co.nz. Follow us on LinkedIn at www.linkedin.com/company/cavanagh-&-associates and like our Facebook page at www.facebook.com/CavanaghandAssociates to stay updated on our latest news and job postings.

Location and Benefits

This position is based in Auckland CBD and offers the opportunity to be part of a great company culture where your contributions are valued and recognized.

Contact Information

To apply, please send your resume and cover letter to careers@cavanagh.co.nz.