Financial Assistant

  • A fast-growing mortgage and insurance brokerage company
  • A great opportunity for a proactive and detail-oriented financial assistant to develop into a financial advisor
  • Convenient location in Royal Oak, Auckland, with parking on-site

About the employer:

Our client is a fast-growing and dynamic brokerage company that provides excellent mortgage and insurance services for New Zealanders around the country. The company has many successful stories of helping their clients to achieve their goals in various lending and insurance requirements.

About the role:

The successful candidate will be responsible for assisting the company director in various customer service and administration tasks. This role will appeal to someone ready to take ownership of a busy role, supporting this successful team to keep growing.  You will be a big part of the success of this business by providing exceptional customer service to an extensive database of clients.

Full-time is preferred, however, if you are experienced in finance, insurance, customer service or related fields, part-time is negotiable.

Key responsibilities:

  • Carry out day-to-day financial assistant support to the director, such as filing, preparing loan documents, setting up meetings, and reordering supplies;
  • Use CRM system to maintain client relationships and prepare documents;
  • Perform simple accounting tasks;
  • Maintain polite and professional communication via phone and email;
  • Overlook marketing and branding including social media writing and digital marketing handling;
  • Perform other duties as required by the company.


  • Education and qualification in finance, banking, accounting, marketing or a relevant subject
  • Previous experience in banking (financial) or insurance experience is preferred, but not a must
  • Passionate for your field of work and are continually updating your professional development and product knowledge
  • Excellent communication skills in English and Chinese
  • Self-motivated and capable of self-generating additional leads.
  • Good interpersonal skills and able to readily earn client trust.
  • Knowledge of marketing tools such as social media will be a plus
  • Good computer skills and Microsoft Office proficiency; knowing how to use CRM will be a plus
  • Customer-oriented, responsible and keen to learn.
  • Prioritizing deadlines and attention to detail
  • Be able to multi-task
  • Ability to handle confidential information with sensitivity and discretion.

  • Basic salary plus uncapped commission
  • Professional training and strong support for career development.

You need to be a permanent resident in New Zealand to apply for this job.

If this assistant role sounds exciting to you, we encourage you to apply early.  Please email your CV to

Don’t delay, APPLY NOW.