Financial Services Administrator , Wealth Management , Wellington

TheCompany:A high number of candidates may make applications for this position, so make sure to send your CV and application through as soon as possible.OurclientisahighlysuccessfulandexpandingWealthManagementfirm,widelyrecognisedwithanexcellentreputation.TheRole:TheFinancialServicesAdministratorrolewillsuitahighlyprocessdrivenindividualwith1-3yearsexperienceinFinancialServicesAdministration - ideallywealthmanagementorfinancialplanning.TheFinancialServicesAdministratorwillprovideahighlevelofadministrativesupporttoateamofWealthPlannersandtheirclients,preparingnewaccountpaperworkandLettersofAuthorityforsigning,FundSwitchesandTransferInstructions.TheFinancialServicesAdministratorwillmanagetheteamdiary,roombookings,outlookinvitationsandinvitationstoclientevents.TheFinancialServicesAdministratorwillmanageClientqueriesandattendclientmeetingsonoccasiontotakenotesandfollowuponactions.TheFinancialServicesAdministratorwillalsohavetheopportunitytolearntheclientsystemsincludingIntelligentOfficeTheCandidate:1/2yearsminimumexperiencewithinasimilarAdministrationorClientAdminsupportrolewithinFinancialServices.ORarecentgraduateinterestedtoworkwithWealthPlanning.Arealinteresttoworkinthewealthmanagementsector. xjdpvnf Excellentattentiontodetail,andcapableofworkingtofixeddeadlinesinafast-pacedenvironment.Well-developedinterpersonalskills,andteamplayerProficientinITSkillsandcompetentintheuseofMSOfficesoftware

Created: 2026-03-17