Administrator - Client Onboarding Team
About the role
An opportunity has arisen for a Client Onboarding Administrator to join our Onboarding team in Tauranga. This is a fixed term position for 6 months (due to an internal secondment) with full time hours of 8.30am to 5.00pm, Monday to Friday.
Our Onboarding team is an integral part of Craigs Investment Partners (CIP) operations team, our clients being all CIP branches and affiliates. The Client Onboarding Administrator is responsible for ensuring client accounts are opened within the agreed Service Level Agreement (SLA) timeframes and maintained in accordance with regulatory and legislative requirements and in line with Craigs Investment Partners (CIP) procedures and policies.
The position requires strong organisational, administration, and communication skills, as well as a high level of accuracy and attention to detail. The role is also required to:
- Review completed Client Agreements and supporting documentation,
- Input data from the Client Agreement into the Client Record Management (CRM) system,
- Communicate any omissions, errors, or clarification requirements,
- Submit new accounts to the Operations Assurance team for approval,
- Open and close CIP Cash Management accounts on behalf of new and existing CIP clients,
- Other tasks as required by your Manager
This is a great role if you are looking to further your financial services administration experience. In return, you will be working in a supportive team environment with ongoing training and exposure to the investment industry.
About you
We are looking for candidates with relevant finance or business administration qualifications, or equivalent financial services work experience. The successful candidate will also be able to demonstrate the following:
- Excellent time management and organisational skills
- Excellent interpersonal and communication skills (both written and verbal) with the ability to communicate in a professional manner with both internal and external clients
- High level of accuracy and attention to detail
- Intermediate Microsoft Office user (Word, Excel and PowerPoint)
- Self-starter with the ability to show initiative
About the Company
Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.
Why Craigs?
We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
- We are stronger together
- We strive for excellence
- We put people first
- We do what’s right
If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers
How to apply
If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply
Applications for this role will take you to the advertisers site.
