Administrator - Client Investment Services

Craigs Investment Partners; Tauranga; On-site; NZD 60,000 - 80,000; Full time

Job summary

A leading investment advisory firm based in Tauranga is seeking an experienced Client Services Administrator. The role involves performing daily funds transfers, preparing KiwiSaver documentation, and liaising with external agencies. Ideal candidates will have administrative experience in financial services and strong organizational skills. This permanent position offers comprehensive benefits including health insurance and flexible work options.

Benefits

Comprehensive Health Insurance

Craigs Community / Volunteer Day

Additional week of leave

Flexible work options

Savings benefits

Qualifications

• Experience in an administrative position, ideally within financial services.
• Understanding of Financial Markets and Investment industry terms is advantageous.
• Ability to prioritize workload effectively.

Responsibilities

• Perform daily transfers of funds between schemes accurately.
• Prepare documentation for KiwiSaver transfers.
• Liaise with external agencies to resolve queries.

Skills

Organisational skills

Communication skills

Computer literacy

Interpersonal skills

Tools

Microsoft Excel

Job description

About The Role

An opportunity has arisen for an experienced Client Services Administrator to join our team, based in Tauranga. This is a permanent position with full time hours Monday to Friday.

Our Client Services team provides integral administrative support for Craigs Investment Partners (CIP) KiwiSaver service, Superannuation Schemes, and bespoke savings scheme (mySTART).

Responsibilities

The Client Services Administrator role is responsible for performing daily transfers of funds between schemes (internally and externally) and completing regular foreign exchange tasks in an accurate and compliant manner within required timeframes. The key responsibilities of the role include:

• Preparing documentation for KiwiSaver transfers
• Monitoring, investigating, and escalating queries as required
• Liaising with relevant external agencies (such as Kiwisaver providers) to resolve queries
• Ensuring compliance with relevant legislation and regulations
• Providing backup and cover for other roles as required

About You

You will have experience in another administrative position (ideally within financial services), however training and development will be provided to support the successful candidate to perform the required tasks. Understanding of Financial Markets, Investment industry terms, or the Kiwisaver Act 2006 would be advantageous.

This role works to daily tasks so the ability to prioritise workload effectively is essential. You will have strong organisational, administrative and communication skills (both written and verbal). Strong computer literacy skills, including Microsoft Excel, are essential. Given the client services focus of this role, excellent interpersonal skills are essential.

Benefits

• Comprehensive Health Insurance
• Craigs Community / Volunteer Day
• Additional week of leave (conditions apply)
• Other leave (such as sick, bereavement, and family violence leave) from first day of employment
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
• Long Service Leave
• 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 over 20 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 – craigsip.com/careers

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.