Administrator - Custodial team
About the role
An opportunity has arisen for an Administrator to join our Custodial team working in our Head Office in Tauranga. This is 6-month fixed term position with full time hours, Monday to Friday.
Custodial Services Ltd (CSL) is an integral part of the Craigs Investment Partners (CIP) product range as a full-service investment advisory firm. CSL offers a full administration service, acting as a bare trustee and holding clients securities in trust. CSL collects incomes, maintains securities, and ensures appropriate action is taken for corporate action events.
As a Custodial Administrator you will be responsible for transferring new clients into CSL, moving stock between existing clients and arranging stock movements out of CSL. You will also be responsible for the processing of all START product and broker transfers. Communication with the Private Wealth Advisory network and external registrars, brokers and custodians is a key component of the role.
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, commerce or business administration qualifications or equivalent financial services work experience, and who are able to demonstrate the following:
- Understanding of market terminology, including financial instruments (desirable)
- Experience in share registries process (NZ, Australia and International) (desirable)
- High level of aptitude for computer systems with good working knowledge of the Microsoft product suite
- Clear communicator with a professional phone manner
- Able to learn new skills quickly and embrace new technology and processes
- High level of numeracy and literacy
Benefits
- Other leave (such as sick, bereavement, and family violence leave) from first day of employment
- Annual Health Check and flu vaccinations
- Flexible work options
- Craigs Community / Volunteer Day
- Savings benefits and preferential insurance rates
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.
