An opportunity has arisen for a Client Services Administrator to join our Client Services team working, based in Tauranga. This is a permanent position with full time hours Monday to Friday.
Our Client Services team is an integral part of Craigs Investment Partners (CIP) operations team, our clients being all CIP branches and affiliates. The Client Services Administrator is responsible for completing client trades within the CIP product platform in an accurate, compliant and timely manner.
The Client Services Administrator is responsible for releasing client orders to the market and ensure that all orders are correctly fulfilled and booked in accordance with the client's instructions. The role is responsible for monitoring and ensuring that security pricing, FX rates, and asset data and correct, and liaising with other internal teams as required to make any necessary updates or amendments. The role will require a knowledge of financial markets, such as listed and unlisted securities, as a key responsibility will be to use our product platform to place, book and confirm client trades.
About you You will have experience in another administrative position, ideally within financial services. This role works to daily tasks so the ability to prioritise workload effectively is essential. Given the client services focus of this role, excellent client service skills are essential. You will also have strong organisational, administrative and communication skills (both written and verbal). Strong computer literacy skills are essential, and experience working within a CRM program would be advantageous.
Craigs Community / Volunteer DayAdditional week of leave (conditions apply)Other leave (such as sick, bereavement, and family violence leave) from first day of employmentParental leave - 26 weeks' pay 'top up' for eligible Primary Carers Annual Health Check and flu vaccinationsFlexible work options Savings benefits and preferential insurance ratesAbout the Company Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.
Why Craigs? We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.
We are stronger togetherWe strive for excellenceWe put people firstWe do what's rightIf you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers
How to apply If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
Applications for this role will take you to the advertisers site.
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