Adviser Support / Private Wealth Associate

Cavanagh & Associates

Auckland
Permanent
Full-time

17 days ago
Apply easily

You will be joining a well-established Australasian private wealth management firm renowned for delivering second to none investment and wealth management solutions to a diverse client base. They have a great company culture; are passionate about what they do, close-knit, hardworking, supportive, and are renowned for providing outstanding service and investment expertise.Within this 6-month contract role you will assist and support the Private Wealth Management Adviser Teams by undertaking a varied range of administrative functions. This role is very hands on, you will be a natural at organising and coordinating along with having a broad administrative skillset.The associated duties and responsibilities to this role will incorporate the following:

Assist and support the Private Wealth Management Adviser Teams; being the 'go to person'
Onboard new clients
Point of contact for Private Wealth Management clients
Produce and distribute client correspondence (financial reports, corporate action notices and research)
Monitor settlements and co-ordinate transfers
Respond to enquiries, provide outstanding customer service
Problem solve and trouble shoot
Stakeholder engagement
AML compliance and client due diligence
Assist with the set up and running of internal and external events and meetings

Key to your success in this role will be your ability to thrive in a fast-paced and multi-dimensional environment, your impeccable communication skills, and your adaptability to technology platforms.If you are a highly motivated individual who has a keen interest in the New Zealand investment management industry with excellent attention to detail, adheres to tight deadlines, has a strong work ethic and is proactive with a can-do attitude then this is the role for you.You will be joining a busy, close-knit team who work hard together achieving common goals, and they are all very passionate about what they do. Investment Banking is their passion and getting the best results for their clients. Apply now.Email your Curriculum Vitae to NOW!! For other exciting opportunities, check out our website -Follow us on LinkedIn –Like us on our new Facebook page to keep updated of our latest jobs and information: www.facebook.com/CavanaghandAssociates

Cavanagh & Associates