DESCRIPTION

We are looking for a part-time, highly organised and solutions-focused individual to join our Nelson team on a 12 month Fixed Term basis. Our Client Assistants are a key part of our team, partnering with a Client Manager to deliver exceptional customer service and administrative support. This includes the delivery of quality service to clients, intermediaries and other divisions within Perpetual Guardian.
About You
You will have strong experience in role requiring attention to detail and 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 - you will receive full training), what you must be able to demonstrate is a drive and a track record of providing the highest level of customer service excellence! You will also be a team player.

SKILLS, KNOWLEDGE AND EXPERTISE

• Ability to keep pace with a busy office and juggle multiple tasks and deadlines
• 2+ year’s administration and customer service experience, preferably in financial services or the trustee industry
• Ability to maintain deep relationships with clients and referrers via meaningful engagement
• Proven computer skills, including using Microsoft Office. Experience working with Client Relationship Management (CRM) systems is advantageous
• Excellent attention to detail and strong work ethic
• A flexible working style with the ability to excel when working independently and as part of a team

As a Client Assistant, you will:

• Ensure delivery of a high-quality, accurate and timely service to our clients.
• Build strong relationships, both internally and externally.
• Ensure full compliance with statutes, regulations and company policy.
• Achieve the agreed productive/chargeable hours target.
• Attend client meetings where appropriate.