Data Entry & CRM Admin — Business Support

Aotearoa New Zealand Association of Social Workers; Auckland; On-site; NZD 42,000 - 54,000; Full time

Job summary

Maurice Trapp Group is seeking a Data Entry & Business Support Administrator to join our Auckland team. Based in our Auckland office, the role focuses on entering and maintaining client information in our in-house CRM, running reports, and preparing business documents for advisers.

The role requires accuracy, efficiency, and the ability to follow established processes while identifying opportunities for process improvements. Full training will be provided on templates for Statements of Advice.

Qualifications

• High accuracy with data entry and attention to detail.
• Ability to follow established processes and instructions.
• Experience with a CRM and Excel is preferred.

Responsibilities

• Enter and maintain client information in the CRM accurately and efficiently.
• Gather data from various sources and ensure completeness and consistency.
• Run reports and prepare summaries for the team manager.
• Populate templates to produce bespoke Statements of Advice.
• Support the wider business support team as required.

Skills

Attention to detail

Data entry

High accuracy

CRM experience

Excel literacy

Process adherence

Education

None specified

Tools

CRM

Microsoft Excel

Job description

Maurice Trapp Group is seeking a Data Entry & Business Support Administrator to join our Auckland team. Based in our Auckland office, the role focuses on entering and maintaining client information in our in-house CRM, running reports, and preparing business documents for advisers.

The role requires accuracy, efficiency, and the ability to follow established processes while identifying opportunities for process improvements. Full training will be provided on templates for Statements of Advice.