Job title:

Investment Associate

Company:

Cavanagh & Associates

Job description:

Don’t underestimate the success and results of this organisation and its staff; for 30 plus years they have been quietly helping to grow their clients’ wealth with unequalled service and investment portfolios that stand the test of time. They work with their clients to help them achieve their financial and lifestyle objectives with tailored investment and financial advice. This organisation has a great company culture; leaders lead by example and endlessly share their knowledge and expertise. Everyone is passionate about what they do, are a close-knit, hardworking, supportive team, and are renowned for providing outstanding service and investment expertise.

As Investment Associate, your role is to assist and support the investment advisors by undertaking a varied range of administrative functions. This role is very hands-on; you will be a natural at organising and coordinating along with having a broad administrative skillset. The associated duties and responsibilities to this role will incorporate the following:
Assist and support the investment advisors; being their ‘go-to person’
Onboard new clients
Point of contact for clients
Produce and distribute client correspondence (financial reports, corporate action notices, and research)
Stakeholder engagement
Monitor settlements and co-ordinate transfers
Respond to enquiries and provide outstanding customer service
Problem solve and troubleshoot
AML compliance and client due diligence
Assist with the setup and running of internal and external events and meetings
Key to your success in this role will be your ability to thrive in a fast-paced and multi-dimensional environment, your impeccable communication skills, and your adaptability to technology platforms. If you are a highly motivated individual who has a keen interest in the New Zealand investment industry with excellent attention to detail, adheres to tight deadlines, has a strong work ethic, and is proactive with a can-do attitude, then this is the role for you. You will be joining a busy, close-knit team who work hard together achieving common goals, and they are all very passionate about what they do. Investments are their passion and getting the best results for their clients.

Expected salary:

Location:

Takapuna, Auckland

Job posting date:

Thu, 18 Jul 2024 02:46:00 GMT

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