About the role
We have a great opportunity for a Client Records Administrator to join our hardworking team based in our Head Office in Tauranga. This is 6-month fixed term contract with full time hours of 8.30am – 5.00pm, Monday to Friday.
The role of the Client Records Administrator is to facilitate the on-boarding and opening 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.
Skills and Experience
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.
Benefits
About the Company
Craigs Investment Partners (CIP) 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 580 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.
How to apply
Join the team and help continue to provide efficient service to our Advisory network. You must have a positive attitude and be a team player. If you are interested in the role, please submit your application online now.
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