Fixed term until March 2026 (expected)

Are you passionate about delivering outstanding client service and enjoy working behind the scenes to make things run smoothly? We’re looking for a Wealth Support Specialist to join our team on a fixed-term contract through to March 2026 to cover parental leave. In this role, you’ll play a critical part in supporting our Wealth Advisers and clients. You’ll combine attention to detail with a strong sense of ownership as you manage onboarding, transactions, and compliance processes for our Managed Funds and High Net Worth (HNW) clients. You’ll be the engine behind a seamless client experience and a key contributor to our high-performing wealth team.

What you’ll be doing
As a Wealth Support Specialist, you’ll work closely with our Wealth and Senior Wealth Advisers to deliver operational and administrative support that ensures our clients receive timely, accurate and professional service. Your key responsibilities will include:

• Opening, maintaining, and closing client accounts, and ensuring all documentation is complete and accurate
• Managing transactions such as deposits and withdrawals, and ensuring they’re processed in line with service-level agreements
• Supporting the onboarding and ongoing servicing of High Net Worth clients, applying specialist knowledge of HNW procedures
• Reviewing documents for AML compliance and verifying client information electronically
• Preparing reports, reconciling client accounts, and responding to internal and external queries professionally
• Maintaining secure and accurate client records across our systems
• Supporting risk and compliance processes by identifying potential issues and maintaining up-to-date records
• Working collaboratively with the Wealth team and wider business to improve processes and ensure high-quality client outcomes
• Playing a key role in keeping daily operations running smoothly – no task too small, and no detail overlooked

This is a hands-on and varied role where you’ll have the opportunity to deepen your expertise in wealth management operations, contribute to continuous improvement, and be part of a values-driven organisation.

What you’ll bring
We’re looking for someone who thrives on delivering excellent service and knows how to get the details right. You’ll be a natural organiser with strong relationship skills and a proactive mindset. To succeed in this role, you’ll bring:

• Excellent administrative and coordination skills, ideally within financial services
• A high level of accuracy, attention to detail and pride in your work
• Strong communication skills and the confidence to interact with a range of stakeholders
• A collaborative and supportive attitude – you enjoy being part of a team and pitching in where needed
• The ability to juggle multiple priorities in a fast-paced, client-focused environment
• Passion for the investment industry and helping clients achieve great outcomes
• Experience with AML compliance, HNW clients, or portfolio systems would be a bonus

Whether you’re looking to deepen your wealth operations experience or step into a dynamic support role with real impact, this is a fantastic opportunity to grow your career.

Why Join Us?

At Fisher Funds, we don’t just manage wealth; we help Kiwi secure their futures. Here’s what makes us stand out:

• Collaborative Culture: Join a team that values support, innovation, and having fun while doing meaningful work.
• Securing your Future: We contribute 4% to your KiwiSaver to ensure you are prepared for the future.

About Fisher Funds:

• Fisher Funds is a leading investment management company in New Zealand with ambitious plans for growth. We manage over $24 billion in funds on behalf of more than 500,000 New Zealanders.
• We have a range of investment products including KiwiSaver schemes, non-KiwiSaver superannuation schemes, an extensive range of retail managed funds, listed investment companies as well as a wholesale offering.
• We’re all about making investing understandable, enjoyable, and profitable for New Zealanders and helping them achieve their investment goals.