Client Assistant

You'll be the friendly face and steady hand behind the scenes, helping clients feel looked after, keeping documentation and details on track, and making sure everything runs smoothly so the Client Manager can focus on giving clients the best possible outcomes.  

• Kiwisaver + Health & Life Insurance + Tax Free Public Transport
• Professional, Established and Client Service Driven Team + Supporting Dedicated Manager
• Find longevity, career growth and stability + M - F 8:30am - 5:00pm

 
Join a professional services firm that's become the trusted name for New Zealanders navigating their wills, trusts and estate planning. As part of the client support team, you'll play a key role in delivering administration support and coordination for clients across the country, while supporting a dedicated manager and client portfolio. 
 
 
About the Role
 
 
We're looking for an organised and client-focused Administrator to join an established and close team, supporting the Client Manager with the administration and coordination of services across Wills, Estates, and Trusts.
 
You'll be the friendly face and steady hand behind the scenes, helping clients feel looked after, keeping documentation and details on track, and making sure everything runs smoothly so the Client Manager can focus on giving clients the best possible outcomes. It's a role where your attention to detail and genuine care for people really make a difference.
 
You'll be part of a small, close-knit team where everyone pitches in and supports each other. Working alongside the Client Manager, and reporting to the Branch Manager, you'll have plenty of room to ask questions, learn as you go, and grow your career at your own pace.

• Support the Client Manager with the administration and coordination of services across Wills, Estates, and Trusts
• Be a helpful, professional point of contact for clients and stakeholders, making sure they feel supported every step of the way
• Keep documentation, correspondence, and files accurate, organised, and up to date
• Stay flexible and adaptable as priorities shift day to day, and bring a positive, can-do attitude to a busy team environment
• Take the initiative to learn the ropes, with genuine support to grow into a bigger role over time

About You
 
 
You're someone who genuinely enjoys helping people and takes pride in a job well done. You're naturally organised, detail-oriented, and comfortable managing a few things at once. A background in legal or financial services would be a bonus, but it's not essential; what matters most is your willingness to learn and your can-do attitude.
 
You communicate professionally, with client service and delivery always at the forefront, whether you're speaking with a client or a colleague, and you're not afraid to ask questions. This is a role for someone who wants to build something long-term.  

• A helpful, friendly, and professional manner with clients and colleagues alike
• Strong organisational skills and a sharp eye for detail
• Adaptable and easygoing when things change or get busy
• Genuinely keen to learn, grow, and take on more responsibility over time
• Experience in Wills, Estates, or Trusts is a plus, but not required

 
This role is a great opportunity to step into a nationally recognised organisation and find stability and longevity. Apply today or contact Stacey for more information.