Adviser Support

Posted on04/08/2020
LocationWellington Central
Work Type
Classification
Reference #P-03060PCA

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You will be joining a well-established Australasian private wealth management firm renowned for delivering second to none investment and wealth management solutions to a diverse client base.  They have a great company culture; passionate about what they do, close-knit, hardworking, and are renowned for providing outstanding service and investment expertise.

Within this role you will assist and support the team of Investment Advisers and surrounding team by undertaking a varied range of administrative functions. This role is very hands on, you will be a natural at organising and coordinating along with having a broad administrative skillset.

The associated duties and responsibilities to this role will incorporate the following:

  • Assist and support the Investment Advisers and surrounding team; being the ‘go to person’
  • Preparation of reports, and documentation
  • Respond to enquiries, provide outstanding customer service
  • Problem solve and trouble shoot
  • Administration
  • Front of house duties
  • Ensure the office operates smoothly, effectively and efficiently
  • Oversee office and building maintenance
  • Health & Safety
  • Event co-ordination
  • Meeting room co-ordination and preparation
  • Processing expenses and invoices
  • Onboarding new clients (training provided)
  • Update and maintain files and information

You will have a flexible, adaptable, willing and can-do attitude, whilst being well organised with a natural flair for multi-tasking.  You will also think outside the square creating innovative solutions, be professional, deadline driven, self-motivated, self-managing and most importantly you have a fun sense of humour.

You will be joining a busy, close-knit team who work hard together achieving common goals, they are all very passionate about what they do and their clients, Investment Banking is their passion and getting the best results for their clients. This fantastic is not to be overlooked….APPLY NOW!!!

Email your Curriculum Vitae to [email protected] NOW!!  For other exciting opportunities, check out our website – www.cavanagh.co.nz

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