Client Services & Administration Coordinator

Client Services & Administration Coordinator

Full time | Kāpiti Coast | Office based

Chris Lee & Partners is looking for an experienced and capable administrator to join our Kāpiti Coast office.

We are an established New Zealand financial advisory firm with a small, close knit team. Several members of our administration team have been with us for many years, one of whom is retiring.

This is a varied role at the centre of our day-to-day operations. You will work closely with our administration and advisory teams and provide support across a range of areas within the business.

A key part of the role will be managing our central client communications email hub promptly and efficiently. You will also answer calls, type emails and correspondence, assist with client administration and provide general support to staff across the firm.

The role will include some other responsibilities such as arranging flights and accommodation, helping organise meetings and events, coordinating travel and assisting staff with other practical requirements.

We operate our own custom built CRM system alongside Microsoft 365, so confidence with technology is important. We are looking for someone who is comfortable learning new systems, can work efficiently across different applications and is prepared to solve straightforward technology problems when they arise.

We are also increasingly using AI tools within the business to improve efficiency. Experience using tools such as ChatGPT or Gemini would be useful, although we are more interested in finding someone who is comfortable with technology and willing to learn.

There will also be an opportunity to assist with our company communications and social media. Familiarity with LinkedIn would be particularly helpful, including posting company updates and helping manage our company page. Broader experience with business social media would also be useful.

What we are looking for

The successful applicant will have:

• Strong administration and organisational skills
• Excellent written and verbal communication skills
• Confidence dealing with older clients by phone, email and in person
• Strong attention to detail
• Good competence in Microsoft 365 and general IT systems
• The ability to learn new software and systems quickly
• The ability to manage several priorities at once
• Good judgement and the confidence to take ownership of tasks
• A high level of discretion when dealing with confidential client information

This role would suit someone who takes responsibility for getting things done and is comfortable working in a small office where everyone helps across different areas of the business.

Useful, but not essential

Experience in any of the following areas would be an advantage:

• Financial services, accounting, law or another professional services environment
• A basic understanding of accounting or financial principles
• AI tools such as ChatGPT or Gemini
• LinkedIn and business social media
• Travel booking, meeting coordination or executive assistant support

Detailed investment knowledge is not required.

About working with us

Chris Lee & Partners is a long established financial advisory firm based on the Kāpiti Coast. We have a small team and a professional working environment. You will work directly with senior staff and have exposure to different parts of the business rather than being confined to one narrow area of administration.

We are looking for someone who wants to become part of the team rather than simply move through the role. There is also scope for the position to develop as our systems, technology and communications continue to evolve.

This is a full time, office based position on the Kāpiti Coast and is not a remote or hybrid role.

Our standard hours are approximately 9.00am to 5.00pm, although we are open to discussing some flexibility around these hours with the right person.

We would ideally like the successful applicant to begin no later than 15 January 2027.

Salary will be based on the experience and capabilities of the successful applicant.

How to apply

Please send us your CV together with a short covering letter telling us a little about your experience, why this role interests you and why you think you would be a good fit for Chris Lee & Partners.

We look forward to hearing from you.