Financial Services Industry
Manager /Executive Assistant
The growth and expansion of this highly successful centrally located Auckland Financial Services Business, has provided an outstanding career opportunity for an individual with a background in the financial services Industry as an Executive Assistant or Manager .
While relevant professional skills are essential for success , it is also a requirement that each employee display a caring and respectful attitude toward their colleagues and each other at all times. You must be professional, courteous and self-motivated, seeking autonomy and to have a passion for assisting clients and responding to business demands in a prompt manner.
An outstanding and competitive salary package will be negotiated in order to attract high caliber candidates.
This is a busy permanent role that will suit a professional PA who is experienced in the financial services industry and with a background supporting senior management in making appointments, preparing files for meetings, preparing proposals for lenders and insurers.
This is an important new role and has the potential and ability to positively impact upon the future growth and success of the business.
Key functions of this position are to provide full support as required to the efforts of the principle adviser and in addition the role has responsibility for the following:
• Office processes.
• CRM system.
• Recognizing efficiencies and opportunities and accordingly making any recommendations they consider appropriate.
• Client communications and marketing programs.
• Coordinating new appointments with new potential centers of influence.
The ideal candidate will be well organized, structured and have at least 3 years’ experience in financial services or a corporate environment, including a background in the insurance and mortgage business.
If you have the qualities we have indicated and would like to know more, please apply today by calling Cliff Miller on 0274 766 048 or email your CV to millersMB@xtra.co.nz.
Please quote the appropriate position reference no on your application.