Senior Advisor Assistant- Financial Services

This globally recognised organisation, based in central Auckland is well known for providing financial and economic advisory services. Due to continued growth, they are seeking to appoint an experienced and versatile Senior Assistant to one of their senior Advisors.

About the role:
This is full time busy office based influential role, requiring absolute discretion, foresight, and a high-level coordination. This is more than a traditional Senior Administrator. You will be an essential support to the senior advisor ensuring smooth operations across the administrative side and managing client accounts. From maintaining focal point for client engagement, communication and meeting preparation to liaising with key stakeholders, you will manage sensitive information and play a vital role in enabling strategic focus and business efficiency.

Responsibilities

Manage client documents in adherence to company policies and compliance requirements; Handle client communications, enquiries, calls, messages, and mail-outs while providing professional front-desk support; Assist with client meeting preparation, follow-up actions, and ongoing service requirements; Maintain accurate client records and update information; Provide adhoc administrative support to the advisory team; Attend branch meetings, trainings

Requirements

Proven similar experience supporting senior leadership; Experience supporting high-level executives; Global mindset and professional approach; Confidence managing shifting priorities; Ability to thrive in a role with complexity; Natural ability to anticipate needs before they arise; Experience navigating highly confidential information and complex organisational structures; Polished communication skills, both written and verbal; Calm, composed, and professional demeanour under pressure; Absolute discretion, foresight, and high-level coordination

Nice to have

Tertiary qualification; Experience within financial services or investments

Benefits

Competitive remuneration; Supportive team culture; Ongoing training and support; Career progression and development; Opportunity to work with influential leaders