Adviser Assistant

Summary about this job

Detail information about job Adviser Assistant. Terms and conditions vacancy

We are looking for a highly efficient and organised administrator to provide wide ranging assistance to our Christchurch team of Investment Advisers. To be considered for this role, it is imperative that you share our values of providing superior service.

Your main duties will include.

• Proactively assisting our Advisers with a variety of administrative duties;

• Answering phones calls, greeting clients and dealing with enquiries;

• Coordinating meeting room bookings, catering and refreshments;

• General maintenance of office equipment.

It is essential that candidates possess the following key skills, experience and attributes:

• Previous experience in the financial services industry;

• Advanced knowledge of MS Word, with intermediate to advanced knowledge in Excel and Power Point;

• Above average interpersonal and written communication skills;

• An aptitude for figures with experience entering financial data;

• The ability to self motivate with effective time management and prioritising skills;

• Excellent spelling and proof reading ability with a high level of attention to detail;

• Effective time management and prioritising skills, in order to adhere to deadlines and manage conflicting priorities;

• Team player with the ability to work autonomously;

• Professional, positive attitude and a friendly demeanour with a high standard of personal grooming;

• Knowledge of the financial and securities markets would be advantageous.

Who are we?

Investors have put their trust in Forsyth Barr for over 80 years. We are a New Zealand owned firm providing a full range of investment options including sharebroking, portfolio management, research and investment banking services.

Why work for us?

With 20 offices, stretching from Whangarei to Invercargill, Forsyth Barr offers staff work that is diverse and challenging to bring their best qualities to the fore.  Ongoing professional development, work-life balance, competitive remuneration packages and medical insurance are just some of the other benefits we extend to our staff.