Advisor Support, Auckland
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Madison

Advisor Support

  • Posted Today
  • Hybrid
  • Full Time

$70 k/yr

Auckland

Job Description

  • Experience an excellent team atmosphere
  • Located in Rosedale
  • Once trained, hybrid working available


Are you eager to embark on a fulfilling career in the ever-evolving realm of investments and financial planning? Your search ends here! We are actively seeking a committed Advisor Support Specialist to join our client!


About the Company:


Our client is a well-established investments and financial planning company, they have their own in-house transfer staff, financial advisers and other specialist representatives. Equipped with a senior team of finance and investment professionals they are dedicated to providing the best possible service to their clients.


The Role:


As an Advisor Support Specialist, you will be instrumental in ensuring operational efficiency within the company.


Your responsibilities will include:


  • Managing phone calls, emails, and greeting clients
  • Maintaining the CRM system to ensure accuracy and completeness
  • Distributing statements of advice to clients
  • Coordinating annual client reviews and booking meetings
  • Managing Adviser diaries and scheduling appointments
  • Arranging travel and accommodation for meetings and seminars
  • Formatting and distributing client correspondence, plans, and reports
  • Uploading client compliance and AML documentation to the CRM
  • Submitting information requests to external providers and providing information to advisers
  • Assisting with data reconciliation as required


Benefits:


  • Recharge with complimentary fortnightly sports massages to keep you at your best
  • Engage in frequent team-building activities, morning teas, and diverse celebrations
  • Hybrid working model (after a period of training)


The Ideal Candidate:


We are seeking a candidate with outstanding written and verbal communication skills, coupled with a professional and courteous phone manner. The ideal candidate will possess exceptional attention to detail, adept problem-solving abilities, and the capability to prioritise tasks effectively while meeting deadlines. If you thrive in a dynamic environment and are dedicated to delivering excellence, we want to hear from you!


Join a team where your contributions are valued, and your professional development is nurtured. Apply now to embark on an enriching journey with a company that prioritises employee well-being and success.


If this sounds like you please send in your CV and cover letter today!

Desired Hard Skills

  • Scheduling
  • CRM
  • Data Reconciliation
  • Diary Management
  • Client Correspondence

Desired Soft Skills

  • Problem Solving
  • Attention to Detail
  • Communication Skills
  • Prioritisation
  • Professionalism

Job Schedule

  • Monday to Friday

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