Investment Advisor Assistant (Personal Assistant)

We asked the team, “what is the attraction to this job”?  Unitedly they all said, “the awesome team and the leadership”.

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.

This NZ owned & operated investment advisory practice is highly regarded and respected in the market; they are forefront of their industry.  They are going from strength to strength; business is beyond booming.

Within this role of Investment Advisor Assistant (Personal Assistant) your day will consist of assisting and supporting the Financial Advisors, undertaking an array of administration functions allowing them to focus on their client’s investment portfolios. Duties and responsibilities will include:

  • Assist and support the Advisors, being their right-hand person
  • Update and maintain the client and portfolio databases and spreadsheets
  • Document management
  • Reporting
  • Banking processes, settlements, and transactions
  • Handle and action enquiries and requests
  • Client liaison / stakeholder engagement
  • Administration
  • AML compliance
  • Administer and onboard new client accounts

This team is seeking a like-minded team member who is driven, motivated, high performing, likes to work hard and have fun along the way, and is interested in financial services.

This is a great opportunity; 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 an awesome team and great leaders. Apply now!

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

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