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Client adjunct:Job description:
Client adjunctJob location:Auckland Auckland Central Work Type: Permanent » » » »CBD Location; Close to all public transport routes! Save on petrol! »50k- 60k + Health and life insurance + discounted gym membership! »Established, well known, nationwide NZ owned professional services firm! this function is a key part of this team to ensure prosperous and high level of service to their clients! In this function you will be supporting the internal Client Managers and being a key point of contact for clients to action and prepare any documentation needed. this function has a depth of variety from administration, customer service, relationship building and compliance. » Client relationships – correspondence, making appointing, attending client meetings, completing, and executing documentation on client’s instruction and communication with any party on behalf of the client. » Administration – word processing support to Client Managers, answering the phones on behalf of the client manager, drafting, and preparing documentation such as wills, trusts etc. Inputting of data and documentation into the systems. » Compliance – Ensure all client documentation is compliant and correct. Filing all compliance documentation. this function is seeking longevity and stcapability from a professional customer focused individual. If you have a high level of administration and client delivery is at the forefront of your work, this function is for you! Proactive, dedicated, attention to details and accuracy are key in this function. A high level of communication and relationship building expertise both written and verbal. » High level of administration practice – Customer focused » Proactive, professional, dedicated, attention to details and accuracy » High level communication and relationship building expertise this function is moving quickly! Apply today by clicking the Apply button or call Stacey on 09 366 9977 for more information! Reference Number: 57992 Contact info: Stacey Committie Profession: Administration > Administrator Employer : Kinetic Recruitment Date Published: 11/07/2022 3:20:00 PM www.kinetic.co.nz Job location: Auckland Auckland Central Work Type: Permanent » » » »CBD Location; Close to all public transport routes! Save on petrol! »50k- 60k + Health and life insurance + discounted gym membership! »Established, well known, nationwide NZ owned professional services firm! this function is a key part of this team to ensure prosperous and high level of service to their clients! In this function you will be supporting the internal Client Managers and being a key point of contact for clients to action and prepare any documentation needed. this function has a depth of variety from administration, customer service, relationship building and compliance. » Client relationships – correspondence, making appointing, attending client meetings, completing, and executing documentation on client’s instruction and communication with any party on behalf of the client. » Administration – word processing support to Client Managers, answering the phones on behalf of the client manager, drafting, and preparing documentation such as wills, trusts etc. Inputting of data and documentation into the systems. » Compliance – Ensure all client documentation is compliant and correct. Filing all compliance documentation. this function is seeking longevity and stcapability from a professional customer focused individual. If you have a high level of administration and client delivery is at the forefront of your work, this function is for you! Proactive, dedicated, attention to details and accuracy are key in this function. A high level of communication and relationship building expertise both written and verbal. » High level of administration practice – Customer focused » Proactive, professional, dedicated, attention to details and accuracy » High level communication and relationship building expertise this function is moving quickly! Apply today by clicking the Apply button or call Stacey on 09 366 9977 for more information! Reference Number: 57992 Contact info: Stacey Committie Profession: Administration > Administrator Employer : Kinetic Recruitment Date Published: 11/07/2022 3:20:00 PM Skills:
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