Administrator - Portfolio Fees team
About the role
An opportunity has arisen for a client Portfolio Fees Administrator to join our Portfolio Fees team working, based in Tauranga. This is permanent full time position.
Our Portfolio Fees team is an integral part of Craigs Investment Partners (CIP), ensuring that CIP fee tables are appropriately applied to our clients accounts. The Portfolio Fees Administrator is responsible for ensuring the appropriate agreed fees are applied and to administer all fee related tasks for any changes in services levels and account closures on client portfolios in a timely manner.
Some of the day-to-day responsibilities for the role will include:
- Completing portfolio reporting fee checks
- Reviewing and analysing fee group set up requests
- Processing ad hoc fee invoices relative to managed client portfolios
- Perform maker and checker PRfees tasks as required
- Edit fee schedule changes, and discuss internally with our advisory network as required
- Prepare and maintain records and documentation, review workflow notifications, and ensure requests are actioned in a timely manner
About you
This role would suit someone with prior experience within the financial services environment (preferred). The successful candidate will have experience in managing databases and administering end-to-end process flows. As this role works with data, a high level of attention to detail is vital.
The successful candidate will also have strong organisational, administrative and communication skills (both written and verbal). You will work to daily, weekly, monthly, and quarterly timetables, so you will require an ability to prioritise workload effectively. You will have strong computer literacy skills, with an affinity for picking up new systems and processes quickly, and experience using Microsoft Excel and the broader Microsoft suite.
Benefits
- Comprehensive Health Insurance
- Craigs Community / Volunteer Day
- Additional week of leave (conditions apply)
- Other leave (such as sick, bereavement, and family violence leave) from first day of employment
- Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
- Long Service Leave
- Annual Health Check and flu vaccinations
- Flexible work options
- Savings benefits and preferential insurance
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.
