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Finance Grad
1 month ago
If you're a proactive, detail-oriented individual with a passion for client service and a desire to work in a fast-paced financial services environment, we would love to hear from you
- Role is based in Auckland CBD with excellent surrounding amenities
- $30 per hour + 8% holiday pay
- Monday to Friday, standard office hours
- Role will be office-based
- 12-month contract with a leading investment compa
About the Company:
We are partnering with a leading investment management firm, with a strong presence across New Zealand and Australia. This team is a key part of the company's success, and responsible for managing relationships. Due to strong growth, they are seeking additional support to focus on client applications and transactions. This is a growing team that thrives on collaboration, with a focus on delivering excellent client outcomes.
Purpose of the Role:
Due to ongoing growth, the company requires additional resources in their Auckland office to support business activities, primarily focusing on client application processing and transactions. This is a 12-month role, with potential for long-term opportunities based on performance. The role is internally called Wholesale Associate.
Key Responsibilities:
- Application Processing: Process new client applications, ensuring all documentation complies with AML requirements. Send completed transactions to the Quality Assurance Team for review before forwarding them to the registry provider.
- Change Requests & Withdrawals: Process client change requests (e.g., change of advisers or account details) and withdrawal requests. Follow up on missing or incorrect information and communicate updates to clients and advisers.
- Client Service & Query Handling: Provide professional, clear, and helpful responses to adviser and client queries via phone and email. Ensure exceptional service and client satisfaction at all times.
- Portal & IT Systems: Assist with ongoing control checks for transactions conducted via the portal, ensuring accuracy and compliance.
- Risk Management: Adhere to all compliance policies, including AML/CFT procedures, and attend relevant training sessions. Handle complaints and incidents as required.
About you:
Our ideal candidate would be"a finance/economics grad with a great attitude and willingness to learn. Knowledge of AML and financial services regulations is highly advantageous. We are looking for people with:
- Qualifications: A relevant tertiary qualification in Commerce, Economics, Finance, or similar fields is required.
- Attention to Detail: Strong focus on accuracy and attention to detail when processing applications and managing client records.
- Communication Skills: Clear and effective communication skills, with the ability to explain processes and respond to queries professionally.
- Client Focused: A commitment to delivering exceptional service and building strong relationships with clients and advisers.
- Personality Fit: Self-starter with the ability to work independently, manage time effectively, and contribute to a high-performance team. You'll need to be adaptable, proactive, and ready to identify and suggest process improvements.
Why Join This Team?
- Growth Opportunities: This is an exciting opportunity to join a growing team within a well-established company. If you prove yourself during the contract, there is potential for future opportunities.
- Dynamic Work Environment: The team operates in a fast-paced, high-expectation environment with a focus on achieving results where precision and focus are key.
- Strong Team Culture: The team is supportive and collaborative, with a clear focus on delivering exceptional results for clients and driving the company's success.
