Administrator - Fixed Term

Listed 14 days Ago
Craigs Investment Partners
Financial Services

About the role

Our Client Onboarding Team is seeking a Client Onboarding Administrator (COA) to join the team on a 6-month fixed term contract, working full time hours, 8.30am to 5.00pm, Monday to Friday. 

The role of the COA is primarily tasked with ensuring client accounts are opened and maintained in accordance with regulatory and legislative requirements, in line with Craigs Investment Partners (CIP) procedures and policy, and includes:

  • Facilitating the on-boarding of all new clients on behalf of Investment Advisers and Assistants
  • Updating and/or maintaining the static data of existing client records
  • Implement change, driven by changes to regulatory or legislative requirements and/or enhancements to the client information capture process

This position requires strong organisational and administration and communication skills (both written and verbal) and a high level of accuracy and attention to detail.

Skills and Experience

Suitable candidates will ideally hold a relevant tertiary qualification in either Finance, Business or Administration and able to demonstrate the following:

  • 3+ years of administration experience (desirable)
  • Financial services experience (desirable)
  • Strong focus on delivering a high level of customer service
  • Excellent communication skills (both written and verbal) with the ability to communicate in a professional manner with both internal and external clients 
  • Excellent time management and organisational skills
  • Intermediate Microsoft Office user (Word, Excel and PowerPoint)
  • Self-starter with the ability to show initiative

About the Company

Craigs Investment Partners (CIP) 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, CIP offers solutions and advice to both private investors, corporate and institutional clients.

How to apply

We will be interviewing suitable candidates as they apply, so if you are interested in the role, please submit your application online now.

Non-NZ Residents

Currently travel to New Zealand is limited. Please ensure you check New Zealand government's dedicated COVID 19 website (https://covid19.govt.nz/) for up to date information on these restrictions and applicable exemptions.

Applications for this role will take you to the advertisers site.