Operations Associate

Perpetual Guardian; Auckland; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Health & Life Insurance

Flexible working

Will discounts

Partner discounts

Job summary

Perpetual Guardian Auckland is seeking an Operations Associate to assess and decide KiwiSaver early withdrawal applications. You will liaise professionally with Managed Investment Scheme KiwiSaver clients while meeting statutory obligations.

The role requires teamwork across units, accuracy, and strong MS Office skills. A minimum of two to three years in financial services is preferred, with a solid customer-service focus and the ability to communicate across all levels of an organisation.

Qualifications

• Minimum two to three years' experience in financial services.
• KiwiSaver early withdrawal process knowledge is advantageous.
• Strong customer-service focus and excellent communication skills.
• Proficient in MS Office and CRM systems.

Responsibilities

• Process KiwiSaver early withdrawal applications in line with legislation.
• Post active cases to CRM and liaise with KiwiSaver clients.
• Ensure professional client communications are carried out.
• Ad-hoc project support and statutory reporting obligations for the team.
• Engage with industry sources to identify risks and best practices.

Skills

MS Office

Customer service

Financial services

KiwiSaver knowledge

Tools

CRM software

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

Perpetual Guardian – Auckland, North Island

Full time, Permanent

18h ago , from Perpetual Guardian New Zealand

About the Business Trustees Executors have a rich history of over 140 years. We are proud to be the oldest and leading provider of corporate supervision and fund administration services in New Zealand.

At Trustees Corporate Supervision, we aim to be the supervisor and trustee of choice in the New Zealand market. As a market-leading licensed supervisor, we are trusted by investors to do the right thing every time. Our dedicated team of experienced industry professionals deliver superior first-class service to our clients. We go beyond compliance to provide a value-added proposition by offering a tailored and flexible approach to meet the supervision needs of our clients. Their success is our priority.

Proudly supervising more than $160 billion in investors' funds, our mission as New Zealand’s leading financial markets supervisor and trustee is to protect investors' assets.

About the role:
The Operations Associate will be part of a team responsible for assessing and making decisions on applications for KiwiSaver early withdrawals.

The role will require the ability to liaise with our Managed Investment Scheme KiwiSaver clients on a professional basis while fulfilling the Company’s statutory obligations.

About you:

You will be a team player with the ability to support and work across teams as the need arises in support of workload management. Ideally, you will have the following qualities:

• Motivation: A dedication to serving our clients and surpassing their expectations
• Proactivity: An openness to adapting work styles, identifying potential for improvement, and acting
• Respect: Excellent relationship management skills and the ability to work effectively with others in a multi-disciplinary setting
• Integrity: Strong principles and unwavering conduct that can be relied on to deliver on our promises.
• Process KiwiSaver early withdrawal applications in accordance with legislation and best practice guidelines.
• Receive incoming Kiwisaver early withdrawal applications and posting active cases to CRM.
• Ensure professional client communications are carried out.
• Ad-hoc project management and general assistance to the wider team as required, especially any business unit statutory reporting obligations of TCS.
• Engage with industry and other sources of intelligence to identify emerging risks, themes and best practice.
• A minimum of two-three years’ experience in financial services.
• An understanding of, and experience in, the KiwiSaver early withdrawal process would be advantageous, but not essential.
• An keen eye for detail and an understanding of customer expectations.
• Solid personal computer skills, especially MS Office.
• Client service focused and strong people skills.
• Ability to communicate and influence all levels of an organisation up to senior management
• Sound judgement and application of policies.
• Health and Life Insurance Cover*
• Flexible Working Arrangement*
• Discounts on company products – including free Will!
• Discounts on products and services through commercial business partners

*Eligibility criteria apply.

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.