Operations Manager/Executive Assistant

You will be joining a boutique NZ owned and operated investment and financial planning organisation which specialises in tailoring financial and investment solutions and advice for their clients. They are highly regarded and respected in the market; they are growing rapidly.

The team consists of 4 Authorised Financial Advisers, 2 support staff and this Executive Assistant / Operations Manager role (you!). In this newly created role you will have full responsibility, accountability and ownership for your role and actions.  The team of Authorised Financial Advisers needs the assistance and support of an efficient, professional, competent and confident Executive Assistant / Operations Manager to provide practical day to day administrative assistance and support ensuring all key administration and portfolio management tasks are completed effectively and in a timely manner whilst ensuring compliance is adhered too.

This is a busy, varied, diverse and multifaceted role where you will be undertaking a range of Executive Assistant, Operations, Compliance, Para-planning and Administration duties and responsibilities, including:

  • Assist and support the Advisers, being their right hand person
  • Diary, email and travel management
  • Preparation of documents, reports, spreadsheets and presentations
  • Ensure the office operates smoothly, effectively and efficiently
  • Staff management
  • Compliance
  • Training and development
  • Project work
  • Administration
  • Event management
  • Office Management

This close knit, high performing, fun team is seeking a likeminded, self-motivated and experienced individual who possesses the following attributes, skills and experience:

  • Experience as an Executive Assistant / Operations/Office Manager within the Funds Management / Investment / Finance & Banking industries
  • Strong written and verbal communication skills
  • Adaptability and willingness to learn
  • Excellent organisational skills
  • Takes ownership, responsibility and accountability for your role and actions
  • Exceptional eye for detail and accuracy
  • Thorough and methodical
  • Thinks outside the square creating innovative solutions
  • Deadline driven and task orientated
  • Fun sense of humour with a can do attitude

This is an excellent opportunity to really let your exceptional Executive Assistant and Operations Management skills and experience flourish.

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

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