About Harbour Asset Management | Mo Harbour Asset Management
Harbour’s vision is to be the Most Trusted Investment Manager, which means we continually strive to exceed our clients’ expectations through service, communication and transparency. As a growing and highly successful team with a strong family culture, everyone at Harbour is focused on delivering the best possible outcomes for our clients and continuously improving.
About First Cape | Mo FirstCape
FirstCape is one of New Zealand’s largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle. Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.
Job Description
About the opportunity | Mo te whai waahi
This opportunity involves providing high-level administrative support to the Co-CEOs and supporting business development activities, including managing client relationships and coordinating client interactions.
Key Responsibilities | Ngā Kawenga Mahi
Provide high level administrative support to the Co-CEOs, including calendar management, travel arrangements, communication coordination, basic tech support, and meetings preparation.
Set up Board and other committee meetings and requirements in co-ordination with the Board Secretary and Chairs.
Support Client Relations team with Wellington office reception duties such as greeting clients and guests, answering the 0800 number.
Liaise with office manager to ensure regular restocking of office stationery, printer and binding requirements, pantry, and office facilities.
Organise internal staff events (including catering and event coordination activities) as required.
Support the the wider Harbour team with client activities.
Assist Marketing & Communications team with client seminars, roadshows, and other in-person and online events (eg webinars), including venue and supplier management, invitations, and ongoing requirements to deliver a successful event.
Coordinate content including presentations, pitch decks, promotional products, brochures, branding of documents, ensuring brand guidelines and formats are followed, and templates are kept up to date.
Support Marketing & Communications team with Harbour’s calendar of sponsorships and deliverables, for example coordinating exhibition stands or booking in speakers.
Keep the client relationship management system (Dynamics 365) up to date including contact details and file notes. Conduct regular data audits and update details on potential client leads/ Harbour’s external network of advisers.
Assist the wider team on ad hoc and cross-team projects as required, e.g. RFPs, due diligence questionnaires.
Desired Skills and Experience
What you will bring to the role | He aha ka kawea e koe ki te mahi
Proficient in Microsoft Word, Excel, Outlook, and Teams
Ability to handle confidential information with discretion and maintain the highest standards of confidentiality.
Superior project and administrative expertise.
Friendly and professional, skilled at fostering positive stakeholder relationships and managing multiple tasks.
Keen attention to detail.
Strong written communication skills.
Adaptable, collaborative, and respectful.
Proficient in problem-solving and juggling multiple priorities and different stakeholders.
Why work at FirstCape? | He aha mahi i te FirstCape?
We offer a competitive compensation package commensurate with experience. Additional benefits include wellbeing support, volunteer days and a great company culture. We pride ourselves on offering our employees outstanding development and learning opportunities to support career growth, and the opportunity to work alongside the best talent in the market.
We are an inclusive employer and want our workforce to reflect a rich and diverse way of thinking and working. We know people are more than a single identity and the qualities that make each one of us unique need to be valued and embraced. So regardless of your gender, age, background or how you choose to identify, there's room for you to realise your potential here. And importantly, there's room to be yourself.
We’re also committed to providing equal opportunities to all candidates. Let us know if you have any accessibility requirements so we can work with you to make adjustments where possible to support your application. Alternatively, if you don’t meet all the requirements of the role but think you would be a great candidate, please apply explaining why you want the role, how you think your skills or background are transferable, and how you plan to upskill where needed (we will support you with this, but want to know you have thought about this too).
To be eligible to apply, you must have the right to work in New Zealand. Please note candidate screening and interviews may be conducted prior to the closing date of the job advert.
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