Operations Assistant

Due to growth and demand, one of New Zealand’s leading investment organisations which specialise in advisory and investment management is seeking an Operations Assistant to join their successful team. This renowned Investment company has the highest reputation for experience, integrity, and service.

This Operations Assistant role is a great opportunity to put your Banking and Administration skill set to full utilisation.  You will be responsible for supporting the Operations and Investment teams in the management and servicing of existing client relationships, and work on company-wide initiatives and projects. Duties and responsibilities will include:

  • First point of contact for customer enquires
  • Update and maintain the website with unity pricing and marketing collateral
  • Assist with client pitches
  • Develop and maintain relationships with key clients
  • Monthly and quarterly reporting
  • Monthly invoicing
  • Update and maintain the database
  • Project work
  • AML control and customer due diligence
  • Compliance
  • Administration

Key to your success in this role will be your ability to thrive in a fast-paced and multi-dimensional environment, your impeccable communication skills, and your adaptability to various technology platforms.

If you are a highly motivated individual who has a keen interest in the New Zealand investment management industry with excellent attention to detail, adheres to tight deadlines, has a strong work ethic and is proactive with a can-do attitude then this is the role for you.  Apply now!

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

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