Executive Assistant to ISG and SWAT

About the role

We are looking for an experienced Executive Assistant to support the Head of Investment Strategy Group (ISG) and the Head of Specialised Wealth (SWAT) within our Private Wealth team in Auckland. This permanent full‑time position plays a critical part in ensuring the smooth operation of two high‑performing teams.

Key responsibilities

• Manage diaries, email inboxes, travel arrangements and expense reporting for the Heads of ISG and SWAT.
• Coordinate meetings, prepare agendas, draft minutes and track follow‑up actions.
• Support the preparation of presentations, management reports, business cases, Board and sub‑committee reports.
• Maintain document controls, ensure consistency in file management and identify process‑improvement opportunities, including the use of technology and AI.
• Prioritise competing demands and respond proactively to changing circumstances under strict deadlines.

Required profile

• Previous experience as an Executive Assistant to senior leaders, preferably within New Zealand’s financial services sector.
• High level of organisation, written and verbal communication, and attention to detail.
• Demonstrated discretion, confidentiality and sound judgement handling sensitive information.
• Ability to work flexibly in a fast‑paced environment and juggle competing priorities.

Required skills

• Microsoft Word
• Microsoft Excel
• Microsoft Outlook
• Microsoft PowerPoint
• SharePoint

What we offer

• Comprehensive health insurance and annual health check.
• Craigs Community Volunteer Day and additional week of leave (conditions apply).
• Parental leave top‑up, long‑service leave and various other leave from day one.
• Flexible work options, savings benefits and preferential insurance rates.