Corporate Support Specialist
3 days ago
Job Overview
We are seeking a Corporate Support Specialist to join our Wealth Management team at Hudson Nz. As a key member of our operations team, you will provide administrative support to our advisors, ensuring seamless client onboarding, data entry, and document preparation.
About the Position
This full-time role is based in our Auckland CBD office, with a fixed-term contract until March 31st. You will work closely with our Wealth Management Advisors, reporting directly to them. This role is ideal for individuals with prior office experience, strong attention to detail, and professionalism.
Key Responsibilities
- Data entry and accuracy: Ensure client information is recorded correctly.
- Client onboarding: Follow a step-by-step manual to process new clients.
- Writing financial plans: Fill in pre-populated documents based on advisor input (strong written English required).
- Supporting a growing team: Assist with overflow tasks as the team expands.
Essential Requirements
Prior office experience with exposure to a corporate setting is necessary. You must have a high level of integrity and discretion when handling confidential client information. Additionally, you should be able to work autonomously while being open to feedback. A well-presented and professional approach is vital in this role.
Desirable Qualifications
- Understanding of finance or studies in business, commerce, or finance beneficial.
- Familiarity with the Wealth management industry would be advantageous.
Benefits
This role offers a unique opportunity to gain experience in a reputable Wealth Management firm. You will have exposure to financial processes and industry professionals in a supportive team environment with training provided.
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