Adviser Assistant

At enable.me, we’re not just about delivering financial solutions, we’re passionate about empowering lives, fostering innovation and creating meaningful change. Through Financial Coaching and Advice, we share one clear mission – to help Kiwis take control of their finances and realise a better financial future.  

How we conduct our business is just as important as what we do. Our culture thrives on supporting each other to achieve the best outcomes for our clients. We care for each other and we are Living Wage certified and proud members of Te Uru Tāngata Centre for Workplace Inclusion.

 The Role:

As an Adviser Assistant, you’ll support the day-to-day running of the advice and coaching operations. You’ll work closely with advisers and clients, helping advisers stay focused on delivering great outcomes for our clients.

In this role you will:

• Provide administrative support to advisers and clients that supports advice execution
• Respond to client queries on phone and email, with a professional and client-first approach
• Help us improve our opportunity and referral management in Salesforce
• Maintain client records and support the client journey using CRM systems
• Contribute to continuous improvement by identifying administrative and process enhancements

What you’ll bring

• Proven experience in a customer focused and/or administration role
• Confident and professional written and verbal communication skills
• Strong technical ability, experience with CRM systems (Salesforce) is a plus
• A positive, can-do attitude and a willingness to help out wherever needed
• Ability to prioritise and manage time well
• A collaborative approach and willingness to learn

Experience or interest in the financial service sector is a bonus, but not essential – we’ll teach you what you need to know!

 Benefits

• Build your knowledge of Financial Services in a growing company
• Employee benefits including a suite of personal insurances
• Become part of a great team
• On-going professional development opportunities
• We are open to discussing different working patterns and we operate a hybrid flexible working model (Office & WFH).

We’re committed to an inclusive and accessible recruitment process. If you require any adjustments or support at any stage, please let us know by emailing recruitment@enable.me.