Advisor Assistant

Advisor Assistant

Job Overview

Location
Christchurch, Canterbury
Job Type
Full Time Job
Job ID
95661
Date Posted
1 year ago
Recruiter
Alexander Rachel
Job Views
144

Job Description

Your new company

We are looking for an Adviser Assistant for our client, who is a firm providing investment services. Christchurch office, 12-month fixed term contract to cover maternity leave.

Your new role

Providing administration support to the Christchurch Retail Advisers by assisting in all manner of tasks relating to client administration and PPM (Private Portfolio Management) and PAS (Premium Advisory Service) support, as deemed necessary by the Christchurch Branch Manager.

What you'll need to succeed

Several years’ administration and customer service experience, perhaps from the finance, banking or accounting sector. An advanced knowledge of MS Word, with intermediate to advanced knowledge in Excel and Power Point. Knowledge of the financial and securities markets. Sound knowledge of arithmetic. Familiarity with financial systems. An aptitude for figures with experience entering financial data

What you'll get in return

Great challenging opportunity where your input is going to be valued! Salary: $50-65k Full-time role, Christchurch Start: late April, early May

Job ID: 95661

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