Portfolio Fees Assistant

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 17 offices located throughout the country and over 140 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.

We have a 12 month fixed term opportunity for a Portfolio Fees Assistant to join our Custodial Services team based in our Head Office in Tauranga. This is a full time position, Monday to Friday, 8.30am – 5pm. We are looking for someone who can start in January 2019.

Custodial Services Ltd (CSL) is an integral part of the CIP product range as a full service investment advisory firm. CSL offers our clients safe custody of all negotiable financial instruments, statements and certificates for shares, trusts, and fixed interest investments. 

The purpose of the Custodial Portfolio Fees Assistant position is primarily to aid in the analysing and processing of fee calculations.  They will also be required to support the business as usual function within Portfolio Reporting Fees, including supporting Fee Centralisation, which consists of the loading of new or amended fee schedules and comparing them to signed documentation. This role has a high level of autonomy & may interact with multiple employees & teams.

We are seeking interest from candidates that are positive team players with professional customer services skills and a high level of accuracy. The ability to adapt to new systems and processes quickly and experience with Microsoft Excel and Outlook is essential.

If you have financial services administration experience and enjoy working with numbers and people, then please submit your online application now.

Job Description

Applications close: 12 Dec 2018