Administrator – Client Onboarding Craigs Investment Partners

Details of the offer

Job title: Administrator – Client Onboarding Company: Craigs Investment Partners Job description: An opportunity has arisen for a Client Onboarding Administrator to join our Onboarding team in Tauranga. This is a 12-month fixed term position, with hours of work being 4 hours per day (approximately 'half time') from 1:00pm – 5:00pm Monday to Friday. This role is primarily tasked with ensuring client Cash Management accounts are opened, maintained, and closed 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 (both written and verbal), along with a high level of accuracy and attention to detail. The role is also required to: Open and close CIP cash management accounts within the Service Level Agreement (SLA) timeframes. Open CIP Cash Management accounts on behalf of new and existing clients, ensuring accounts are correct and compliant. Action the closure processes for Cash Management accounts as requested by the CIP advisory network, ensuring that all required client reporting is generated and sent to the client. 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. Skills and Experience: 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. Benefits: Other leave (such as sick, bereavement, and family violence leave) from the 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 – 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. Expected salary: Location: Tauranga, Bay of Plenty Job posting date: Sun, 25 Aug 2024 02:54:16 GMT Apply for the job now! #J-18808-Ljbffr


Nominal Salary: To be agreed

Source: Talent2_Ppc

Job Function:

Requirements

Summer Ambassadors (X2 Positions Available)

Come and make a difference with us At Western Bay of Plenty District Council we believe our future belongs to the changemakers. The chance-takers and wall b...


Western Bay Of Plenty District Council - Bay-of-plenty

Published a month ago

Long Life Assistant - Part-Time | Bayfair

Ready to make a huge impact in the aisles?... We're looking for a Long Life Assistant to join our Woolworths BAYFAIR team. We're proud of the diversity of ...


Wwnz - Bay-of-plenty

Published a month ago

Office Manager

Office Manager (Mount Maunganui) Are you an experienced office professional with a passion for organization, numbers, and creativity? We are a leading canvas...


Fresh Solutions Group New Zealand - Bay-of-plenty

Published a month ago

Trusts Administrator

Kaimai Law Bethlehem and Omokoroa - is a general law firm with 3 partners, practicing Family Law, Conveyancing and Private Client work. We currently have a p...


Kaimai Law Bethlehem - Bay-of-plenty

Published a month ago

Built at: 2024-11-14T23:37:37.385Z