Part-Time Client Support & Finance Administrator

NZHL; Auckland; On-site; NZD 30,000 - 39,000; Part time

Benefits offered by this job

Banking benefits and insurance savings

Health and wellbeing offerings

Values-based culture

Career growth in financial advice

Job summary

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

Responsibilities

• 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!

Skills

Customer service

Office administration

Multitasking

Communication

Attention to detail

Tools

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

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