Job title: Administrator – Operations Assurance teamCompany: Craigs Investment PartnersJob description: About the role: An opportunity has arisen for an Operations Assurance Administrator to join our Operations team, based in Tauranga. This is a 12-month fixed-term position. The hours of work are 4 hours per day (approximately 'half time'), Monday to Friday between 8:30am – 5:00pm. The specific hours per day can be discussed during the interview process. Our Operations Assurance team is an integral part of Craigs Investment Partners (CIP) operations team, serving all CIP branches and affiliates. The Operations Assurance Administrator is responsible for reviewing client data, closing accounts, and preparing data for Common Reporting Standard (CRS) and Foreign Account Tax Compliance Act (FATCA) reporting. This role ensures that client accounts meet CIP's best practice standards and license obligations, including mitigating non-regulatory risks like fraud and errors, and maintaining consistent compliance standards across the business. This position offers a great opportunity to enhance financial services administration experience in a supportive team environment with exposure to the investment industry.About you: You should have experience in an administrative role, preferably within financial services or risk and compliance sectors. Strong computer literacy skills are essential, along with experience in working with a CRM program. The successful candidate should demonstrate:Excellent time management and organizational skillsStrong interpersonal and communication skills (written and verbal)High level of accuracy and attention to detailIntermediate Microsoft Office skills (Word, Excel, and PowerPoint)Self-starter with the ability to show initiativeBenefits:Other leave (such as sick, bereavement, and family violence leave) from the first day of employmentAnnual Health Check and flu vaccinationsFlexible work optionsCraigs Community / Volunteer DaySavings benefits and preferential insurance ratesAbout the Company: Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm, one of the largest in New Zealand with 19 offices and over 600 employees. Craigs provides solutions and advice to private investors, corporate, and institutional clients. Craigs values creating an inclusive environment where employees feel valued and can contribute their best. The company focuses on growth, support for communities, and upholding its core values:We are stronger togetherWe strive for excellenceWe put people firstWe do what's rightIf you want to learn more about working at Craigs, visit our Careers page.How to apply: If interested, please submit your application online as we will be interviewing suitable candidates as they apply.Expected salary: Not specifiedLocation: Tauranga, Bay of PlentyJob posting date: Sat, 22 Jun 2024 00:47:53 GMT
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