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:
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:
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.
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