Job Description
We're Looking for a Team Player!
Cleary Wealth Management is seeking an experienced Administrative Portfolio Coordinator to join our team. As a key member of our small, dynamic team, you will be responsible for providing exceptional support to our clients and colleagues.
Responsibilities
Welcoming visitors and managing meeting rooms
Organizing client meetings and preparing reports
Preparing portfolio performance reports and invoices
Supporting sales activities, including correspondence and onboarding new clients
Managing the email inbox, filing, and scanning
Assisting with product administration and launches to market
Maintaining client information to meet AML and compliance requirements
Distributing client newsletters and coordinating client events
General office administration, including updating manuals
Requirements
A positive, can-do attitude and a strong team orientation
Highly organized with excellent attention to detail
Exceptional interpersonal skills suitable for a professional environment where high standards and confidentiality are essential
3+ years of experience in administration, PA, or client service
Strong written, verbal, and overall communication skills
The ability to work independently
Cleary Wealth Management is seeking an experienced Administrative Portfolio Coordinator to join our team. As a key member of our small, dynamic team, you will be responsible for providing exceptional support to our clients and colleagues.
Responsibilities
Welcoming visitors and managing meeting rooms
Organizing client meetings and preparing reports
Preparing portfolio performance reports and invoices
Supporting sales activities, including correspondence and onboarding new clients
Managing the email inbox, filing, and scanning
Assisting with product administration and launches to market
Maintaining client information to meet AML and compliance requirements
Distributing client newsletters and coordinating client events
General office administration, including updating manuals
Requirements
A positive, can-do attitude and a strong team orientation
Highly organized with excellent attention to detail
Exceptional interpersonal skills suitable for a professional environment where high standards and confidentiality are essential
3+ years of experience in administration, PA, or client service
Strong written, verbal, and overall communication skills
The ability to work independently
💡 Quick Summary
Seeking a career-building opportunity? The Wealth Services Assistant position is now open for candidates interested in the Bank Jobs sector. This role in Auckland offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
