Investment Advisor Assistant / Paraplanner
- Parnell, Auckland
- Permanent - Full Time
This Investment Advisory Practice is highly regarded and respected in the market; they are forefront of their industry. You will be joining a team of highly successful, respected, and knowledgeable individuals who offer their clients a full range of services and options within the investment arena.
Work / life balance is important to this team / organisation, after the initial training period this role will become a hybrid role; mix of working from home and from the Parnell office. Working hard, achieving results for their clients, and having time for sport and family is what makes this team tick.
Within this role of Investment Advisor Assistant / Paraplanner your day will consist of assisting and supporting the Financial and Investment Advisors, undertaking an array of administration functions allowing them to focus on their client’s investment portfolios.
The key purpose of this role is to ensure clients’ financial transactions and investments are administered accurately and timely along with the delivery of superior customer service and high-quality outcomes for clients. In this role of Advisor Assistant your duties and responsibilities will include:
- Assist and support the Advisors, being their right-hand person
- Update and maintain the client and portfolio databases
- Preparation of investment reports and documentation (statement of advice)
- Update and maintain spreadsheets
- Undertake and facilitate client transactions
- Banking processes and settlements
- Handle and action enquiries and requests
- Client liaison / stakeholder engagement
- Administer and onboard new client accounts
To be considered for this opportunity you must possess the following: high level of professionalism, proven banking/investment skills, experience and knowledge; adhere to high standards and expectations, strong numeracy skills, thrive working under pressure and meeting tight deadlines, thinks outside the square creating innovative solutions, ability to pre-empt the needs of others around you, be intuitive, proactive with a can do attitude, takes pride in and responsibility for your role and actions along with having a fun sense of humour.
This is a great opportunity to further advance your finance / investment skills and experience joining a high performing and close-knit team. Your hard work and dedication will not go unnoticed (they are very good at acknowledging people for their contributions and efforts). Salary and bonus are on offer, along with a great team.
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