Job Description
DGA (Debbie Graham and Associates) in Auckland is seeking a Wealth Management Associate to support Advisors and serve as the main contact for new and existing clients, handling onboarding and inquiries in a contract capacity. You will work closely with the operations team on client transactions, prepare investment packs, maintain records for KYC/AML, and help organise regional events while providing cover for colleagues during busy periods. #J-18808-Ljbffr
