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Client Services Administrator

2 weeks ago

Auckland, Auckland, New Zealand Cleary Wealth Management Full time

Cleary Wealth Management is a boutique wealth advisory firm located in Auckland's CBD.
We have been in business for many years, offering stability and a professional work environment.
Working within a small, dynamic team, this role offers a broad range of tasks, making each day interesting and varied
You will work closely with the team, supporting client service and administrative tasks while gaining exposure to the exciting world of portfolio management, investment analysis, and global financial markets.This role is on-site and offers flexibility, with the option to work between 30-40 hours per week, with occasional additional hours by mutual agreement.
There is very real potential for career growth.Key Responsibilities:Welcoming visitors and managing meeting roomsOrganizing client meetings and preparing reportsPreparing portfolio performance reports and invoicesSupporting sales activities, including correspondence and onboarding new clientsManaging the email inbox, filing, and scanningAssisting with product administration and launches to marketMaintaining client information to meet AML and compliance requirementsDistributing client newsletters and coordinating client eventsGeneral office administration, including updating manualsPreferred Skills and Qualifications:Positive, "can-do" attitude and a strong team orientationHighly organised with excellent attention to detailExceptional interpersonal skills suitable for a professional environment where high standards and confidentiality are essential3+ years of experience in administration, PA, or client serviceStrong written, verbal, and overall communication skillsAbility to work independently.If you have been looking for a varied and rewarding role in a professional, small team environment, send us your current CV and a cover letter to initiate further conversation.
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