Client Assistant

We are looking for a highly organised and solutions-focused individual to join our Tauranga 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.

About You

You will have strong experience in roles requiring attention to detail and demonstrate the ability to keep pace with a busy office. 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 and a keen interest in the industry! You will also be a team player.

Application DeadlineFebruary 14, 2025DepartmentBranch Network Employment TypePermanent - Full TimeLocationTauranga Branch Workplace typeHybridReporting ToSera Vercoe

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
• 1+ year’s administration and customer service experience, preferably in financial services or the trustee industry
• Demonstrated 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*
• Flexible Working Arrangement*
• Discounts on company products – including free will!
• Discounts on products and services through commercial business partners

*eligibility criteria apply. Next Steps If you are interested in this role, please APPLY NOW with an up to date CV and cover letter explaining how you meet the above criteria and why this role interests you.We will be accepting application until 14 February, however we will be conducting interviews as candidates come in.

Please note, due to the high volume of applications, we will not be providing individual feedback to candidates 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.