Operations Coordinator

2 weeks ago

Christchurch, Canterbury, New Zealand Invicta Financial Full time

Invicta Financial is a fast-growing financial services firm specializing in personal insurance and KiwiSaver, and we are currently expanding into mortgage brokerage. We help Kiwis protect their financial futures through expert advice and tailored solutions. As we continue to grow, we're looking for a proactive and detail-oriented Operations Coordinator to join our team and help ensure our business runs smoothly.

About the Role

As an Operations Coordinator, you will be at the heart of Invicta Financial's day-to-day operations. You'll play a crucial role in ensuring our administrative systems and processes run efficiently while also providing top-notch service to our existing clients. Your role will involve a mix of behind-the-scenes coordination and client-facing support, making it a dynamic and rewarding opportunity.

Key Responsibilities

  • Oversee and maintain Invicta Financial's administrative systems and processes to ensure smooth daily operations.
  • Handle client inquiries via phone and email, providing excellent service and support.
  • Assist existing clients with policy updates, KiwiSaver queries, and general insurance-related questions.
  • Coordinate documentation, data entry, and compliance tasks to keep our operations running seamlessly.
  • Work closely with advisers and other team members to ensure clients receive timely and accurate information.
  • Identify opportunities to improve efficiency and enhance client experiences.
  • Provide general support to the leadership team as needed.
  • If you have experience with social media management and website maintenance, that would be a plus.

About You

You're an organized and proactive individual who thrives in a fast-paced environment. You enjoy problem-solving, have excellent attention to detail, and love providing great service to clients. You're also tech-savvy and comfortable working with different systems and processes.

Skills & Experience:

  • Previous experience in an administrative, operations, or customer service role.
  • Strong organizational skills with the ability to multitask and prioritize effectively.
  • Excellent verbal and written communication skills.
  • A customer-focused mindset and a passion for helping people.
  • Competency with Microsoft Office and CRM systems (or a willingness to learn).
  • A proactive approach to problem-solving and process improvement.
  • Experience in financial services, insurance, or a related industry is a plus but not essential.
  • Familiarity with social media management and website maintenance is a bonus.

Why Join Us?

  • We have an amazing work environment Our team is young, dynamic, and enjoys a great culture both inside and outside of work.
  • We regularly engage in activities beyond the office, fostering a supportive and fun team atmosphere.
  • Be part of a growing financial services firm with a supportive and friendly team.
  • Opportunity to make a real impact by improving processes and enhancing client experiences.
  • Competitive salary and benefits package.
  • Career development opportunities as we continue to expand.

If you're looking for a role where you can combine your operational skills with meaningful client interactions, we'd love to hear from you

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