| Addington, Christchurch, Full Time, Admin/Office |
| Please Quote Reference Number 94004 |
|
Seeking an experienced Personal Assistant for two Financial Advisors
|
|
Flexible hours for a great work/life balance
|
|
Join the friendly and supportive team at SHARE
|
SHARE is a New Zealand based network of financial advisers with a common brand, systems and processes. We have 58 advisers throughout New Zealand providing financial advice on Insurance, Mortgages and Investments (incl. KiwiSaver). The Christchurch office is made up of 10 people who all work collectively to ensure clients needs are meet. The team in the office are all happy to share ideas / problem solve and generally help each other out.
We are currently seeking an experienced Personal Assistant to join our Christchurch team in a full time position.
The role would directly support two life/health and investment advisers. Responsibilities would include:- Communicate with insurance (life/health) and investment companies;
- Taking client calls / instructions
- Prepare report / letter templates for Advisers
- Process applications (for benefits)
- Assist with Claims administration
- Maintain Adviser's appointment diaries,
- Maintain compliance registers etc.
- General Office Administration
The successful candidate will have experience in a similar PA position in order to adapt to the role quickly. Previous experience with an insurance company /investment provider would be advantageous.
Additional Key Attributes:- Excellent communication skills, both written and verbal.
- Good phone manner
- High level of accuracy and detail with a conscious approach to work
- Excellent organisational skills
- A quick and alert mind with the ability to focus, adapt and be flexible
- Good sense of humour
- Confident computer skills, and the ability to pick up new systems easily
Essential qualities also include the ability to confidently follow instructions from Advisers and independently address tasks without supervision. Additionally, proficiency in handling inquiries from clients, insurance companies, and investment firms is crucial. This entails sourcing various information, such as medical and financial data, as well as managing policy arrears effectively
In joining our team, you'll benefit from a collaborative work environment where every member in the office brings a wealth of experience, eager to share their knowledge and contribute to your professional growth. Our team fosters a vibrant social culture, with regular Thursday night drinks and festive gatherings, including mid-winter and Christmas functions. This role also provides some flexibility around working hours, allowing you to achieve a work-life balance that suits your needs.
If you feel you would be a great fit to the team, please apply now through our online application form, attaching a current resume and cover letter.
|
| Please Quote Reference Number 94004 |
|
