Client Assistant

Join to apply for the Client Assistant role at Perpetual GuardianContinue with Google Continue with Google2 weeks ago Be among the first 25 applicantsJoin to apply for the Client Assistant role at Perpetual GuardianDescriptionWe 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.Application Deadline: 11 July 2025Department: Branch NetworkLocation: Whangarei BranchDescriptionWe 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 YouYou 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 ResponsibilitiesAs 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 ExpertiseAbility to keep pace with a busy office and juggle multiple tasks and deadlines2+ year's administration and customer service experience, preferably in financial services or the trustee industryAbility to maintain deep relationships with clients and referrers via meaningful engagementProven computer skills, including using Microsoft Office.
Experience working with Client Relationship Management (CRM) systems is advantageousExcellent attention to detail and strong work ethic.A flexible working style with the ability to excel when working independently and as part of a teamBenefitsOpportunity 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 StepsApplications 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.Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionAdministrativeReferrals increase your chances of interviewing at Perpetual Guardian by 2xSign in to set job alerts for "Client Assistant" roles.Continue with Google Continue with GoogleContinue with Google Continue with GoogleWe're unlocking community knowledge in a new way.
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