Expert Wealth Management Professional

5 days ago


Wellington, Wellington, New Zealand Wellington-Altus Financial Inc. Full time

Job Description:

This is a challenging and rewarding role that demands strong organizational skills, attention to detail, and excellent interpersonal and influencing abilities.

You will be responsible for providing administrative support to various stakeholders, leveraging your expertise in separately managed accounts to ensure seamless operations.

Key responsibilities include:

  1. Providing timely account opening, investment, and ongoing support.
  2. Undertaking complex processing and quality control, assessing and mitigating operational errors.
  3. Ensuring data integrity and accuracy across platforms through comprehensive data extracts, statistics, and reporting.
  4. Collaborating with trading teams to support and backup trading activities.

Working collaboratively with project teams, internal and external stakeholders, custodians, vendors, and advisory teams to foster a collaborative and innovative environment.



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