Financial Advice Assistant (Trail) - Part-Time Remote

About the role

A growing financial advisory practice in New Zealand that helps businesses scale is looking for a Financial Advice Assistant (Trail) to act as the right-hand to a busy financial advisor. The role covers client communications and administrative support, using remote desktop technology and supported by comprehensive training. It is part-time, 20 hours per week, Monday to Friday, 10 AM to 3 PM New Zealand time.

Key responsibilities

• Handle incoming client calls and respond to client inquiries professionally and efficiently
• Manage financial advice writing and correspondence on behalf of the advisor
• Use Trail software to track and manage client interactions and documentation
• Work through remote PC access using pre-configured systems and logins
• Complete seven hours of video training covering client workflows
• Maintain attention to detail and ask clarifying questions rather than making assumptions
• Adapt to fluctuating workload between busy and slow periods

Required profile

• Fluent English with excellent written and verbal communication
• Strong attention to detail and accuracy
• Proactive communicator willing to ask questions for clarity
• Ability to work independently with remote desktop technology
• Flexible to manage 10-20 hours per week and variable hours, including holidays

Nice to have

• Experience with Trail software for financial services
• Prior experience in financial advice writing or client communication
• Background in a financial advisory or similar professional services environment

What we offer

• Permanent work from home
• Immediate hiring
• Hourly pay set after the application assessment, with priority review for full submissions