Description
We are looking for a highly organised and solutions-focused individual to join our Whangarei team. Our Client Assistants are a key part of our team, partnering with a Client Manager to deliver exceptional customer service and administrative support. This includes the delivery of quality service to clients, intermediaries and other divisions within Perpetual Guardian.
No two days are the same, as the role offers a dynamic and diverse range of responsibilities on a daily basis.
About You
You will have strong experience in roles requiring strong attention to detail and demonstrate the ability to keep pace with a busy office. Organisation and resilience is key. While it is not essential for you to possess specialist knowledge in our industry (Wills, Trusts, Enduring Power of Attorney - you will receive full training), what you must be able to demonstrate is a drive and a track record of providing the highest level of customer service excellence! You will also be a team player.
Key Responsibilities
As a Client Assistant, you will:
- Ensure delivery of a high-quality, accurate and timely service to our clients.
- Build strong relationships, both internally and externally.
- Ensure full compliance with statutes, regulations and company policy.
- Achieve the agreed productive/chargeable hours target.
- Attend client meetings where appropriate.
Skills, Knowledge and Expertise
- Ability to keep pace with a busy office and juggle multiple tasks and deadlines
- 2+ year’s administration and customer service experience, preferably in financial services or the trustee industry
- Ability to maintain deep relationships with clients and referrers via meaningful engagement
- Proven computer skills, including using Microsoft Office. Experience working with Client Relationship Management (CRM) systems is advantageous
- Excellent attention to detail and strong work ethic.
- A flexible working style with the ability to excel when working independently and as part of a team
Benefits
- Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
- Health and Life Insurance Cover*
- Discounts on company products – including free will!
- Discounts on products and services through commercial business partners
*eligibility criteria apply.
Next Steps
Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.
Next Steps
Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.
We will accept applications up until 11 July 2025, though we will commence phone screens and interviews as we see suitable candidates coming through.
Please note that we will not be providing feedback on applications before the interview stage.
Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.
Please note that we will not be providing feedback on applications before the interview stage.
Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.
About Perpetual Guardian
Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.
We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.
We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.
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