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Personal Assistant

  • Posted 5d ago
  • Hybrid
  • Contract, Temp
Location

Auckland

Salary

$32  -  $40 /hr

Job Description

Personal Assistant – Anderson Financial Services
We're a proud local business dedicated to helping people protect what matters most. As a growing company, we’re on the lookout for an exceptional Personal Assistant to help keep everything running smoothly behind the scenes.

This part-time role (15-25 hrs/week) is perfect for someone who thrives in a structured yet flexible environment—whether you're looking for school-friendly hours or a better work-life balance. The role is based in our office, with potential for hybrid flexibility over time.

What You'll Be Doing:
✔️ Data Management – Organising client information and keeping our CRM up to date
✔️ Meeting Coordination – Scheduling and confirming appointments efficiently
✔️ Policy & Pipeline Support – Tracking applications and liaising with providers
✔️ Client Engagement – Managing follow-ups and ongoing client touchpoints
✔️ Document Processing – Preparing and sending necessary paperwork
Essentially: You’ll be the glue that holds everything together!

What We're Looking For:
✅ Organised & Detail-Oriented – You love keeping things structured and efficient
✅ Confident Communicator – Comfortable making calls, setting appointments, and following up with clients and providers
✅ Optimistic & Proactive – You bring positive energy and take initiative
✅ People-Focused – You enjoy working in a supportive team and engaging with clients
✅ Tech-Savvy – Comfortable with CRMs, emails, and digital tools

The Perks:
💰 Pay: $32 - $40/hr (depending on experience)
⏰ Hours: Between 9:30 AM – 3:00 PM (flexible)
📍 Location: Anderson Financial Services Office (Laptop & phone provided)

If you’re looking for a role where your attention to detail, organisation, and personality truly make a difference, we’d love to hear from you! If you understand the industry or have experience that's fantastic!

Ideally wanting someone to be within the new WFH Office initially however after some time can move towards hybrid whilst communicating through teams.

Desired Soft Skills

  • Communication
  • Coordination
  • Time Management
  • Proactive
  • Detail-Oriented
  • Tech-Savvy
  • CRM
  • Digital Tools

Job Schedule

  • Shift Work
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