Part-time Client Support Administrator

NZHL; Auckland; Sur place; NZD 30 000 - 39 000; Temps partiel

Avantages offerts par ce poste

Banking benefits and insurance savings

Health and wellbeing offerings

Values-based culture

Career growth in financial advice

Résumé du poste

NZHL Metro in Auckland is seeking a part-time Administrator to join the team. You’ll learn the business, systems and processes from scratch whilst supporting the team, managing the office, keeping all administration duties on track, and delivering an amazing client experience.

You’ll be part of a growing, life-changing business with the work that you do. This position is a part-time role working 25-30 hours a week, Monday - Friday, and offers an opportunity to grow in the financial advice

Qualifications

• Relevant experience as a Customer Service Officer, Office Administrator or similar role preferably in the finance sector
• Be a natural multi-tasker and self-starter who works collaboratively to achieve common goals
• Loves being part of the community and making a difference
• Great organisational skills with ahigh attention to detail for accuracy
• An active listener with excellent verbal and written communication skills
• Proficient in Microsoft applications, Word, Excel, Outlook, and Teams

Responsabilités

• Responding to client requests and general enquiries
• Supporting the advisers to complete customer applications including the collation and verification of client documents
• Producing & editing professional documentation to support the workflow of client applications and compliance requirements
• Administering loan maintenance/restructure requests including following up directly with suppliers as needed
• Communicating with our wonderful clients and suppliers – both by phone and email
• Working on other project work as required and just generally being an amazing office all-rounder!

Connaissances

Customer service

Office administration

Multitasking

Communication

Attention to detail

Outils

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Description du poste

We help New Zealanders achievefinancial freedom faster. And those are not just aspirational words, that’ is actually what we do. In fact, our clients are currently saving tens of millions of dollars in interest costs per year, which is pretty awesome.

We are also a purpose-driven organisation that is Passionately Kiwi (that is one of our values) with over 65 locally owned businesses across New Zealand, sowe are a business that is owned by Kiwis for Kiwis.

We also offer our clients insurance to protect what’s important. We think it’s just the beginning for NZHL and are seeking passionate people who want to make financial freedom, faster a reality for more Kiwis.

About the role:

Our NZHL Metro business has an exciting opportunity for a part-timeAdministrator to join them. In this role you will learn all about the business, systems and processes from scratch whilst supporting the team, managing the office, keeping all administration duties on track, and delivering an amazing client experience.

You’ll be part of a growing, life-changing business with the work that you do.

This position is a part-time role working 25-30 hours a week, Monday - Friday which will see you:

• Responding to client requests and general enquiries
• Supporting the advisers to complete customer applications including the collation and verification of client documents
• Producing & editing professional documentation to support the workflow of client applications and compliance requirements
• Administering loan maintenance/restructure requests including following up directly with suppliers as needed
• Communicating with our wonderful clients and suppliers – both by phone and email
• Working on other project work as required and just generally being an amazing office all-rounder!

About you:

To be successful in this position, you will be passionate about helping people, love being in a frontline role where both your initiative, organisational skills and desire to continuously learn will be highly valued.

You will have proven experience in Banking, Finance or Office Administration, be a positive, motivated person, a great team player and have a genuine desire to help people achieve financial freedom.

Key Skills or Experience:

• Relevant experience as a Customer Service Officer, Office Administrator or similar role preferably in the finance sector
• Be a natural multi-tasker and self-starter who works collaboratively to achieve common goals
• Loves being part of the community and making a difference
• Great organisational skills with ahigh attention to detail for accuracy
• An active listener with excellent verbal and written communication skills
• Proficient in Microsoft applications, Word, Excel, Outlook, and Teams

What's in it for you

• A people led and digitally enabled business
• Banking benefits and insurance discounts
• A values based, collaborative and inclusive culture
• Health and wellbeing offerings
• Opportunity to grow your career in the financial advice industry

Opportunities like this don't come along every day so don't delay