Job Description

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Client Records Administrator

Advertiser: Craigs Investment PartnersMore jobs from this company

Job Information

Job Listing Date
12 Jun 2019
Location
Bay of Plenty, Tauranga
Work Type
Full Time
Classification
Banking & Financial Services, Client Services

Client Records Administrator

Are you an admin superstar with an eye for detail?

Craigs Investment Partners (CIP) is a multi-award winning investment advisory firm which is one of the largest in New Zealand. With 18 offices located throughout the country and over 150 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Following a recent internal appointment, we have a great opportunity for a Client Records Administrator to join our hardworking team based in our Head Office in Tauranga. This is a permanent, full-time position.

The role of the Client Records Administrator is to facilitate the on-boarding of all new clients on behalf of CIP Investment Advisers and Assistants. The position will also process changes to the static data of existing client records, this will include anything from updating client address details to ensuring all existing client data is entered correctly across the board.

This role joins an existing team of eight and will continue to provide efficient service to our Advisory network. You must have a positive attitude and be a team player.

Ideal candidates will have strong organisational and administrative skills, supported by excellent communication abilities both written and verbal. An eye for detail is essential as well as the ability to roll up your sleeves and get involved with the team where needed. Experience in financial services would be an advantage.

If you would like to join a team within a successful financial services company in sunny Tauranga, apply now!

Applications Close: 26-June-2019

For a copy of the Job Description visit https://www.qjumpers.co.nz/54873/desc/

Hannah McHardy
Craigs Investment Partners
Craigs Investment Partners Limited is a NZX Participant Firm. Adviser Disclosure Statements are available on request and free of charge. Please visit craigsip.com
craigsip.com

Craigs Investment Partners (CIP) is a multi-award winning investment advisory firm which is one of the largest in New Zealand. With 18 offices located throughout the country and over 150 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Following a recent internal appointment, we have a great opportunity for a Client Records Administrator to join our hardworking team based in our Head Office in Tauranga. This is a permanent, full-time position.

The role of the Client Records Administrator is to facilitate the on-boarding of all new clients on behalf of CIP Investment Advisers and Assistants. The position will also process changes to the static data of existing client records, this will include anything from updating client address details to ensuring all existing client data is entered correctly across the board.

This role joins an existing team of eight and will continue to provide efficient service to our Advisory network. You must have a positive attitude and be a team player.

Ideal candidates will have strong organisational and administrative skills, supported by excellent communication abilities both written and verbal. An eye for detail is essential as well as the ability to roll up your sleeves and get involved with the team where needed. Experience in financial services would be an advantage.

If you would like to join a team within a successful financial services company in sunny Tauranga, apply now!

Applications Close: 26-June-2019

For a copy of the Job Description visit https://www.qjumpers.co.nz/54873/desc/

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