Portfolio Support Specialist
2 days ago
Career Opportunities at Cleary Wealth Management
We are seeking a highly skilled and motivated individual to join our small, dynamic team. As a Portfolio Support Specialist, you will have the opportunity to gain exposure to the exciting world of portfolio management, investment analysis, and global financial markets.
Responsibilities
- Welcoming visitors and managing meeting rooms
- Organizing client meetings and preparing reports
- Preparing portfolio performance reports and invoices
- Supporting sales activities, including correspondence and onboarding new clients
- Managing the email inbox, filing, and scanning
- Assisting with product administration and launches to market
- Maintaining client information to meet AML and compliance requirements
- Distributing client newsletters and coordinating client events
Requirements
- A positive, 'can-do' attitude and a strong team orientation
- Highly organized with excellent attention to detail
- Exceptional interpersonal skills suitable for a professional environment where high standards and confidentiality are essential
- 3+ years of experience in administration, PA, or client service
- Strong written, verbal, and overall communication skills
-
Agricultural Portfolio Specialist
6 days ago
Auckland, Auckland, New Zealand Conexant Full timeAbout the RoleThis field-based position is located in New Zealand, requiring regular travel within the region. We are seeking an experienced Agricultural Portfolio Specialist to showcase the value of our Dairy and Livestock equipment portfolio.Main ResponsibilitiesDemonstrate agronomic and economic benefits of our products and services to dealers and...
-
Portfolio Development Specialist
5 days ago
Auckland, Auckland, New Zealand Fletcher Building Limited Full timeRole Overview:Fletcher Building Limited is seeking a Portfolio Development Specialist to join our marketing team. As a key member of our team, you will be responsible for developing and implementing strategic plans to drive sales growth and increase market share.Key Responsibilities:Develop and execute strategic plans to drive sales growth and increase...
-
Portfolio Governance Specialist
3 days ago
Auckland, Auckland, New Zealand Tower Insurance Ltd. Full timeThe portfolio governance and planning manager plays a pivotal role in ensuring the optimal allocation and utilisation of resources at Tower Insurance Ltd. This involves developing and maintaining robust governance frameworks that guide project execution and decision-making processes.Reporting to the strategic portfolio & planning lead, this role requires...
-
Administrative Support Specialist
3 days ago
Auckland, Auckland, New Zealand Rentokil Initial Full time**About the Opportunity**We are looking for a highly motivated and customer-focused individual to join our Internal Accounts team as an Administrative Support Specialist.In this role, you will provide administrative support to grow our National Accounts portfolio, delivering excellent customer service and addressing customer needs through various...
-
Investment Portfolio Manager
6 hours ago
Auckland, Auckland, New Zealand Anz Full timeAbout Us: Shaping a world where people and communities thrive.About the roleThe Financial Product Specialist plays a critical role in supporting the delivery of strategic, operational, and customer value. As part of our highly engaged, capable, and collaborative Product Management team, you will contribute to the development of our investment platforms,...
-
KiwiSaver Portfolio Specialist
1 day ago
Auckland, Auckland, New Zealand Australia And New Zealand Banking Group Limited Full timeOur Company OverviewWe are Australia and New Zealand Banking Group Limited, shaping a world where people and communities thrive. Our mission is to improve the financial wellbeing and sustainability of our customers.Our Product Management team supports the New Zealand Funds Management business in delivering strategic, operational and customer value and...
-
Claims Portfolio Manager
23 hours ago
Auckland, Auckland, New Zealand Assurant, Inc. Full timeAbout the RoleThis is an exciting opportunity to join Assurant as a Motor Claims Specialist. Reporting to the Motor Claims Manager, you will be responsible for managing a portfolio of insurance claims, negotiating with customers, and providing technical assistance.You will be based in our central Auckland offices, where you will work closely with a team...
-
Insurance Portfolio Specialist
6 hours ago
Auckland, Auckland, New Zealand Echelon Group Full timeEchelon Group is a well-established commercial insurance broker that has a strong reputation for developing trusted client relationships. We understand the importance of having the right cover, but also recognize the value of having an expert team in your corner when protection is needed.We offer a comprehensive range of services, including Legal Liability,...
-
Learning Support Professional
6 days ago
Auckland, Auckland, New Zealand Central Auckland Specialist School Full timeSpeech Language Therapist PositionWe are recruiting a Speech Language Therapist to join our dynamic team at Central Auckland Specialist School, where you will play a vital role in shaping the educational journey of our students.About the RoleThis is an excellent opportunity for a skilled professional to work collaboratively with experienced educators and...
-
Portfolio Strategist
1 day ago
Auckland, Auckland, New Zealand Talent Connection Nz Limited Full timeAbout Blossum InvestmentsBlossum Investments is a dynamic and innovative company that provides financial solutions for businesses and property development, as well as offering mortgages and debt financing. Our unique selling proposition lies in delivering exceptional returns for investors, providing lucrative opportunities for those seeking high-yield...
-
Portfolio Manager
6 days ago
Auckland, Auckland, New Zealand Assemble Full timeAssemble is seeking a skilled Property Manager to oversee the day-to-day operations of their commercial property portfolio in Auckland. This role involves managing a diverse range of properties, working closely with the operations team, and contributing to the company's growth and success.The ideal candidate will have a strong background in property...
-
Real Estate Portfolio Manager
3 days ago
Auckland, Auckland, New Zealand Property Compliance New Zealand Pty Full timeAbout UsAt Property Compliance New Zealand Pty, we pride ourselves on building communities and creating opportunities through our property development and management services. Founded by James Cooney and Steve Brooks, our company has grown into one of New Zealand's leading property management companies, with a strong focus on delivering exceptional service...
-
Product Portfolio Strategist
2 days ago
Auckland, Auckland, New Zealand The Warehouse Group Full timeRole OverviewThe Product/Relationship Manager is responsible for owning the product lifecycle and maximising trading performance of the Connected Solutions portfolio across Noel Leeming. This involves supporting the nationwide team, developing capability within stores, driving regional and store management on connected solutions services, and negotiating...
-
Technical Support Specialist
3 days ago
Auckland, Auckland, New Zealand JACOBS DOUWE EGBERTS Full timeAbout Our Company:JACOBS DOUWE EGBERTS is the world's leading pure-play coffee and tea company, serving approximately 4,200 cups of coffee or tea per second. We offer our people a range of learning and development programs to support their personal growth and believe that a diverse and inclusive culture enables us to serve every coffee and tea lover in the...
-
Neurodiverse Learning Support Professional
5 days ago
Auckland, Auckland, New Zealand Central Auckland Specialist School Full time**Job Description:** As a Speech Language Therapist at Central Auckland Specialist School, you will play a vital role in supporting our neurodiverse learners. You will work collaboratively with our team to develop and implement individualized therapy plans, using evidence-based practices and techniques. Your expertise will be valuable in enhancing the...
-
Principal Portfolio Manager
6 days ago
Auckland, Auckland, New Zealand New Zealand Ministry Of Economic Development Full timeSelect how often (in days) to receive an alert:Two permanent positions based in WellingtonSalary range: $154,619 - $231,929 + KiwisaverThe Government Property Office is accountable for the strategic leadership of the government's office accommodation portfolio and provisioning for the centralisation of components of the government's property function.The...
-
Claims Portfolio Specialist
5 days ago
Auckland, Auckland, New Zealand Assurant, Inc. Full time**Job Overview**The successful candidate will have a proven track record in claims management with at least one year's experience in the insurance industry.Solid knowledge of claims processes and experience with motor or motorcycle insurance products are highly desired.We're looking for someone who can deliver general technical assistance and advice in...
-
Brand Portfolio Manager
2 days ago
Auckland, Auckland, New Zealand JACOBS DOUWE EGBERTS Full timeJACOBS DOUWE EGBERTS is seeking an experienced Channel Marketing Manager to lead our out-of-home sales team in New Zealand. In this role, you will be responsible for developing sales tools, B2B business campaigns, and managing packaging & innovation projects.The successful candidate will have:Strong knowledge of the out-of-home sales industry and the ability...
-
Community Support Specialist
4 days ago
Auckland, Auckland, New Zealand Presbyterian Support Northern Full timeAt Presbyterian Support Northern, we believe that everyone should be able to actively contribute to their community and thrive. Our organisation provides access to critical health and social services across the northern region of New Zealand.We are a not-for-profit organisation renowned for our core services Enliven, Family Works, Lifeline, and Shine. Our...
-
Communication Therapist Specialist
5 days ago
Auckland, Auckland, New Zealand Central Auckland Specialist School Full time**Company Overview:** Central Auckland Specialist School is a leading educational institution that provides exceptional support and professional growth opportunities for its staff. Our school caters to students with intellectual, physical, and associated challenges, aged 5 to 21 years, who are ORS funded.We have a multidisciplinary team consisting of...