Introduction About Harbour Asset Management | Mo Harbour Asset Management Harbours vision is to be the Most Trusted Investment Manager, which means we continually strive to exceed our clients expectations through service, communication and transparency. As a growing and highly successful team with a strong family culture, everyone at Harbour is focused on delivering the best possible outcomes for our clients and continuously improving. About First Cape | Mo FirstCape FirstCape is one of New Zealands largest and best resourced wealth advisory and asset management business, creating an enhanced and broadened product offering to help our clients achieve their goals at whatever stage of their investment life cycle.

Here at FirstCape, we believe that our people are our greatest asset. Our success is dependent on the collective talent, expertise, and dedication of each and every one of our team members. We are committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.

Description About the opportunity | Mo te whai waahi This opportunity involves providing high-level administrative support to the Co-CEOs and supporting business development activities, including managing client relationships and coordinating client interactions. Key Responsibilities | Ng Kawenga Mahi Provide high level administrative support to the Co-CEOs, including calendar management, travel arrangements, communication coordination, basic tech support, and meetings preparation. Set up Board and other committee meetings and requirements in co-ordination with the Board Secretary and Chairs.

Support Client Relations team with Wellington office reception duties such as greeting clients and guests, answering the 0800 number. Liaise with office manager to ensure regular restocking of office stationery, printer and binding requirements, pantry, and office facilities. Organise internal staff events (including catering and event coordination activities) as required.

Support the the wider Harbour team with client activities. Assist Marketing & Communications team with client seminars, roadshows, and other in-person and online events (eg webinars), including venue and supplier management, invitations, and ongoing requirements to deliver a successful event. Coordinate content including presentations, pitch decks, promotional products, brochures, branding of documents, ensuring brand guidelines and formats are followed, and templates are kept up to date.

Support Marketing & Communications team with Harbours calendar of sponsorships and deliverables, for example coordinating exhibition stands or booking in speakers. Keep the client relationship management system (Dynamics 365) up to date including contact details and file notes. Conduct regular data audits and update details on potential client leads/ Harbours external network of advisers.

Assist the wider team on ad hoc and cross-team projects as required, e.g. RFPs, due diligence questionnaire.