Office or Client Administrator

at Perpetual Guardian
Location Auckland, New Zealand
Date Posted September 19, 2020
Category Admin and Clerical
Job Type Full-time
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Office or Client Administrator Perpetual Guardian location Auckland.

About the business Perpetual Guardian is the result of the coming together of two of New Zealand’s oldest trust companies, Perpetual Trust and Guardian Trust. With over 130 years of experience, we've helped thousands of Kiwis meet their unique asset protection and preservation needs. A great team is our most valuable asset, we recruit, train, empower and reward our people to deliver excellence in comprehensive financial solutions and services. Our people are passionate about what they do and have a genuine interest in the wellbeing of our clients.

About the role the Client Administrator will be a key part of our team, providing excellent office and client administration support to the Takapuna branch. We need a proactive, highly organised and solutions focused Client Administrator who will take calls, respond to emails and interact with internal and external stakeholders. Coordinate diary appointments; arrange meetings / events, conference room bookings and catering.

Manage office supplies and ensure the office is professionally presented. Print, collate and send information packs and documents to clients or event attendees. Arrange paperwork, information and reports for Branch Manager and Client Managers as required. Attend client meetings to take minutes or witness document signing. Assist with creating internal and external communications and templates. Filing, payments and other general administration duties.

About You will have strong experience in administration roles requiring attention to detail and you will demonstrate the ability to keep pace with a busy office. While it is not essential for you to possess specialist knowledge in our industry (Wills, Trusts, Enduring Power of Attorney), what you must be able to demonstrate is a drive and a track record of providing the highest level of service to your stakeholders.

Skills and experience 2+ years administration experience, preferably in financial services. Excellent communication skills – verbal and written. Strong computer skills (including Microsoft Office) and experience working with CRM systems (or those of similar nature). Excellent attention to detail.

Ability to work under pressure and meet tight deadlines. A flexible working style with the ability to excel when working independently and as part of a team. In return for your efforts. You will join an organisation that is passionate about its vision, purpose and values and a team of professionals who proactively provide excellence to our clients. Ongoing training and development opportunities will be provided to grow your career and in addition, you will have access to perks associated with being part of Perpetual Guardian. This includes medical and life insurance cover, discounts on company products and products through our commercial business partners.