- Leading share broker and investment banking organisation
- Relaxed environment and positive team
- Provide support to Investment Advisors
First NZ Capital is one of New Zealand’s leading share brokers and investment banking organisation. They are looking to appoint an Advisor Assistant to support 4 or 5 Wealth Advisers and efficiently run their business.
Your focus will be your ability to improve efficiencies and add value to the client relationship.
The role:
- Maintaining accurate client records
- Be first point of call for clients and provide accurate price information
- Take and execute orders and ensure delivery and settlements take place
- Place FX requests
- Provide a range of WP and clerical duties.
The person:
- Must display an excellent phone manner and verbal communication skills
- Knowledge of the financial investments markets
- Be aware of compliance changes and keep advisors up to date
- Good organisational skills and knowledge of MS Word, Excel and PowerPoint.
This is a wonderful opportunity to join a successful team who value initiative, drive and enthusiasm. A competitive salary is on offer along with a mobile phone, discretionary bonus and ability to join the Group healthcare scheme.