We have an exciting opportunity for a client Portfolio Fees Administrator to join our Portfolio Fees team based in Tauranga.
Reporting to the Portfolio Fees Manager, this is a permanent full-time position, working 8:30am – 5pm Monday to Friday.
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 service levels and account closures on client portfolios in a timely manner.
Some of the day-to-day responsibilities of the role include: Reviewing and analysing fee group set up requests Processing ad hoc fee invoices relative to managed client portfolios Performing maker and checker PR fees tasks as required Editing fee schedule changes, and discussing internally with our advisory network as required Preparing and maintaining records and documentation, reviewing workflow notifications, and ensuring requests are actioned in a timely manner About you We are ideally looking for someone with prior experience in client administration, wealth management, or with a Financial Services background.
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: Craigs Community / Volunteer Day Additional week of leave (conditions apply) Other leave (such as sick, bereavement, and family violence leave) from the first day of employment Parental leave - 26 weeks' pay 'top up' for eligible Primary Carers Annual Health Check and flu vaccinations Flexible work options 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.
If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
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