Client Records Administrator

Bay of Plenty - Tauranga

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!

Job Description
Job-Description-QJ54873.pdf

Applications close: 26 Jun 2019