CAREERS

Asset Services Administrator

Bay of Plenty - Tauranga
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About the role
An opportunity has arisen for an Asset Services Administrator to join our Operations team based in Tauranga. This is a 12-month Fixed Term contract.

The Asset Services team plays an important role in supporting Craigs Investment Partners' custodial and stockbroking functions. The team is responsible for maintaining asset information, processing corporate actions and income events, and ensuring the accuracy of data across a range of systems.

As an Asset Services Administrator, you will support the day-to-day administration of asset maintenance, corporate actions and income processing activities. You will also assist in monitoring market activity and identifying events that may require action by the wider Asset Services team.    

Key responsibilities include:

  • Maintaining and reviewing asset information within Craigs' systems, including settlement methods, tax attributes and reporting classifications
  • Performing pre- and post-processing checks on income events and identifying discrepancies for investigation
  • Completing regular reconciliations and data integrity checks across systems
  • Monitoring outstanding application monies and corporate action allotments
  • Researching and monitoring corporate actions, class actions and market announcements
  • Distributing relevant unlisted company announcements and investment information to advisers
  • Supporting accurate and timely processing across the Custodial Services function
  • Demonstrating Craigs' values and contributing positively to the wider Operations team

This is an excellent opportunity for someone looking to build on their administration experience within the financial services industry and gain exposure to corporate actions, custody operations and investment markets. In return, you will be working in a supportive team environment with ongoing training and exposure to the investment industry.

About you
 
You will have previous administration experience and enjoy working in a detailed, process-driven environment. You will be highly organised, proactive and committed to delivering accurate outcomes.

Ideally, you will bring:

  • Experience in an administrative role, preferably within financial services
  • A qualification in finance, commerce or business (desirable but not essential)
  • Strong attention to detail and a high degree of accuracy
  • Excellent organisational and time management skills
  • Strong written and verbal communication skills
  • A proactive approach and ability to work independently
  • Intermediate Microsoft Office skills, including Excel
  • Corporate actions, asset maintenance or database management experience would be advantageous

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 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 together
  • We strive for excellence
  • We put people first
  • We do what’s right

If 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.

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