Financial Adviser Support
6 months ago
Mon-Fri 8-4 or 9-5
- $70,000-$80,000 per annum
- Based either in Auckland CBD or North Shore Offices
join one of New Zealand's reputable insurance broking firms, assisting the Managing Director with their Life and Health Client portfolio.
Key Responsibilities:
- Putting together advice documents.
- Contacting clients to update contact details, book reviews and follow up appointments.
- Updating client files.
- Generating anniversary letters and schedules to clients.
- Helping clients with processing risk and medical claims and liaising with the insurer.
- Helping with general customer service inquiries from clients.
- To complete other administration duties as and when required.
- Providing executive assistant duties to the managing director.
What the company can offer you:
- WFH options may be discussed once you are settled in your new role.
- Mon-Friday 8am-4pm or 9am-5pm.
- Bubbly, Friendly and warm office environment with a supportive team
- Onboarding /Training provided
If you have passion for Insurance, enjoy helping clients with their Insurance policies, driven to getting stuck into administration and enjoy an office environment working alongside a team of Insurance Professionals, then this is the role for you
YpYour Key
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