Executive Assistant – Remote | Financial Services

Executive Assistant – Remote | Financial Services
Reports To: Senior Financial Adviser
Location: Remote (Working Hours: 9:00 AM – 5:00 PM Auckland, New Zealand time
Employment Type: Full-time, Contract

About the Role
We're looking for a sharp, proactive Executive Assistant to support a high-performing financial adviser based in New Zealand. This role sits at the heart of our mortgage and insurance advice process - you'll be the one keeping clients moving forward, applications on track, and the adviser focused on what matters most.

This isn't a passive back-office role. You'll be solving problems before they surface, managing moving parts across multiple clients, and acting as the connective tissue between our adviser, clients, banks, and insurance providers.
If you're someone who thrives on order, takes pride in flawless follow-through, and finds real meaning in helping everyday people secure their home or protect their family with the right insurance - this role was built for you.

What You'll Be Doing
- Manage and track client progress across mortgage and insurance applications from start to finish
- Maintain accurate application timelines, client files, and task lists
- Chase missing documentation and follow up clients proactively - before the adviser has to ask
- Liaise with NZ banks, insurance providers, and internal processing teams
- Monitor and manage emails on behalf of the adviser
- Identify problems early and resolve them independently where possible
- Handle basic calculations and number checks as needed

What You Bring
- Exceptional attention to detail and a reputation for following through
- Excellent written and spoken English - clear, professional, and concise
- Strong organizational skills with the ability to manage multiple priorities simultaneously
- Confidence with CRMs, spreadsheets, and task-management tools
- Discretion and integrity - you'll be handling sensitive client information
- A self-starter mindset: you don't wait to be told what needs doing

Bonus Points For
- Experience in financial services, insurance, or mortgage administration
- Familiarity with New Zealand lending or insurance workflows
- Prior executive or senior-level admin support experience

What's On Offer
- Fully remote position with a collaborative, close-knit team
- Direct exposure to senior leadership and end-to-end financial advice operations
- Ongoing professional development and access to training resources
- Competitive pay

How to Apply
Send the following to ---------- with the subject line "Executive Assistant Application".
1. CV
2. Short cover letter
3. Short video talking about why you're the best fit for the role

We look forward to hearing from you.