Due to growth in our Custodial team, we have an exciting opportunity for a Senior Custodial Administrator to join our Operations team. Reporting to the Custodial Manager, this is a permanent full-time position, based at our Head Office in Tauranga.
The Senior Custodial Administrator is responsible for transferring new clients into Custodial Services Ltd (CSL), moving stock between existing CSL clients, and arranging stock movements out of CSL. The role is required to collaborate across the Operations team, the Private Wealth Advisory network, external registrars, brokers and custodians. As a senior team member, the role will also provide support to other team members as required.
Main Responsibilities: Advise the Private Wealth Advisory network on best practice and market convention for transfers, lodgements and withdrawals.Coordinate the lodgement of all physical stock into custody for all portfolio service levels.Assist with Broker-to-Broker transfers.Build and maintain relationships with External Custodian counterparties and Brokers.Provide back up for reconciliation of the QI account, and cover for other reconciliation tasks.Provide cover to process multi-currency Unit Trust applications and redemptions via the Pie Processing Tool and manage the payment or receipt of funds in multiple currencies, booking contracts upon confirmation.CSL is an integral part of the Craigs Investment Partners (CIP) product range as a full-service investment advisory firm. CSL offers a full administration service, acting as a bare trustee, holding clients securities in trust. CSL collects incomes, maintains securities, and ensures appropriate action is taken for corporate action events.
About You: Given the senior nature of this administrator position, we are ideally looking for someone with prior experience in a similar field, or with a Financial Services background. This role will suit a professional who enjoys working in a fast-paced environment in a collaborative team. The successful candidate will have strong time management skills and be a team player. You will also have:
A relevant qualification in finance, commerce or business administration (desirable)Understanding of market terminology and financial products and instrumentsExperience in share registries process (NZ, Australia and International)Curiosity to learn, with a willingness to become a subject matter expertAbility to understand, demonstrate and share best practiceAbility to learn new skills quickly, embracing new technology, systems and processesExcellent written and verbal communication skillsA high level of accuracy and attention to detailBenefits: Craigs Community / Volunteer DayAdditional week of leave (conditions apply)Other leave (such as sick, bereavement, and family violence leave) from first day of employmentParental leave - 26 weeks' pay 'top up' for eligible Primary CarersAnnual Health Check and flu vaccinationsFlexible work optionsSavings benefits and preferential insurance ratesAbout 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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