Account & Relationship Management (Banking & Financial Services) Full timeAdd expected salary to your profile for insightsProudly owned by New Zealanders for New Zealanders, since its inception in 1996, First Mortgage Trust (FMT) has built a strong reputation as an investment manager specialising in property lending.FMT's lending has financial backing of NZD $1.7 billion+ funds under management and a strong growth strategy. They are also the licenced manager of two investment funds.Our people are at the heart of what we do at FMT, and we recognise that everyone has a choice to be part of our team.About the roleWe are looking for a super star to join our busy Investment Administration team. You will be well supported by the wider team playing a vital part of what we do and how we do it.Responsibilities will includeDeveloping and maintaining relationships; providing a great customer experience in every interaction.Onboarding & administration of investment accounts, including processing transactions, and handling client inquiries.Maintenance of investment data, ensuring all records are up-to-date and compliant with regulatory requirements.Ensure that all administrative processes adhere to company policies and regulatory standards, including anti-money laundering (AML) and know your customer (KYC) requirements.Prepare and generate reports related to investment performance, account balances, and transaction history for internal use and client communication.Work closely with the wider investment team, compliance, and marketing to support a seamless experience and customer satisfaction.About youStrong administration experience is necessary and it's an absolute advantage if it's in the financial, accountancy or legal professions.Thrive working in a busy environment; self-managing your time, focus and priorities.Be a team player who works collaboratively with others.Attention to detail and high work standards are a must.Have excellent communication skills.Quick learner, adaptable and great with technology.Intermediate level in MS Office Suite and previous experience with Adobe would be beneficial.Some of our current perks are:Health InsuranceCulture team events & celebrationsProud community sponsors of Save the Kiwi, MMC Cricket Programme, FMT Annual Youth Sponsorship Grant & CoastguardHow to Apply:If we sound like your kind of crew, please apply online to Sharon Weymouth, Head of People & Culture with your CV and covering letter.Please note, applications will be reviewed during the advertising period, and the position may close prior to 18th December 2024.How do your skills match this job?How do your skills match this job?Sign in and update your profile to get insights.Your application will include the following questions:How many years' experience do you have as an Investment Administrator? Which of the following statements best describes your right to work in New Zealand? What's your expected annual base salary? How many years' experience do you have in the financial services industry? Do you have customer service experience? Which of the following Microsoft Office products are you experienced with?To help fast track investigation, please include here any other relevant details that prompted you to report this job ad as fraudulent / misleading / discriminatory.Researching careers? Find all the information and tips you need on career advice.
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