phw Operations Administrator
phw Operations Administrator
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Salary Not Disclosed
1 Vacancy
Job Description
At phwealth were looking for a motivated Operations Administrator to join our Dunedin office and contribute to a business thats making a real difference in peoples lives.
At the heart of everything we do is our mission to improve peoples lives by solving complex financial problems involving money and investments.
This role offers variety challenge and growth in a small friendly and inclusive team of financial professionals. Youll be key to maintaining the high standards our clients expect and our team relies on across all areas of administration marketing compliance and operations
Description
About the Role
- Preparing and managing high-quality client documentation and communications
- Supporting our office and compliance functions including audits and training logistics
- Managing systems such as our CRM Xero Microsoft Office and social media channels
- Supporting internal and external events from logistics and catering to client hosting
- Handling travel bookings office management and audio-visual setup
- Acting as a key point of contact for clients advisers and external providers
- Assisting with privacy and compliance tasks and supporting the broader team as needed
Skills And Experiences
About You
Youll bring 35 years of administration experience ideally within financial services and enjoy the satisfaction of seeing your work directly support the success of a high-performing team. Youll be organised curious and adaptable someone who loves ticking things off your to-do list and always looks for ways to improve processes.
Youll also have:
- Strong written and verbal communication skills
- High accuracy and attention to detail
- Good working knowledge of Microsoft Office tools
- The ability to self-manage stay calm under pressure and contribute positively to team dynamics
- A professional honest and friendly manner
- A qualification in business or office administration (preferred)
Why Join Us
At phwealth we work as one team supporting each other to deliver the best outcomes for our clients. Were committed to integrity excellence and genuinely helping people. This is a fantastic opportunity to grow your skills take ownership of your role and be part of a values-driven firm with a clear purpose.
How to Apply
Please apply through our careers page at Polson Higgs .
Applications should include a cover letter CV and answers to our application questions. CVs received through Seek will not be reviewed.
Applications close on Friday 22 August 2025.
If you have any questions about this opportunity please contact Human Resources at .
Required Experience:
Unclear Seniority
Employment Type
Full-Time
