Client Operations Officer

This role is part of the Client Operations team, made up of Client Records, Cash Management and Portfolio Administration.
Together this team is responsible for seamless support and client service for external and internal stakeholders.
Client Operations Officer
Perpetual Guardian
Auckland
Full time
About the Business:
Perpetual Guardian is a leading provider of Estate Management Services in New Zealand.
Whether it is through Wills, Trusts, Enduring Powers of Attorney, Investment Advisory or Philanthropic ventures, we’re committed to growing and preserving the wealth and legacy of our clients. 
A great team is our most valuable asset; we recruit, train, empower and reward our people to deliver excellence in comprehensive financial solutions and services.
Our people are passionate about what they do and have a genuine interest in the wellbeing of our clients.
About the Role:
Location:  Auckland
Minimum guaranteed hours of work:  37.5 hours per week
Hourly rate:  $34 - $40 per hour
Terms:  Fulltime, Permanent
This role is part of the Client Operations team, made up of Client Records, Cash Management and Portfolio Administration.
Together this team is responsible for seamless support and client service for external and internal stakeholders.
This role will work across the Cash Management and Portfolio Administration functions.
Daily tasks include reconciling a number of Trust Bank Accounts, investigating deposits, trade booking and matching and, supporting the Funeral Trust Product whilst ensuring full compliance with statutes, regulations and Company policy. 
Key accountabilities of the role include, but are not limited to:
Daily Reconciliation of Trust bank accounts, across entities and currencies
Oversight and reconciliation of General Ledger Accounts
Investigating unreconciled bank items
Preparing monthly tax payments to IRD
Management of the Funeral Trust client registry
Daily cash and funding of Trust Bank Accounts
Setting up / editing / closing of periodic payments
Portfolio administration (trade matching, pooling of assets, and arranging off market share transfers etc.)
Processing investment deposits and withdrawals
Ensure delivery of a high-quality, accurate and timely service
Responding to queries and building strong relationships with stakeholders, both internally and externally.
About You:
The right candidate for the role will:
Have strong experience in role requiring attention to detail and demonstrate the ability to keep pace with a busy office.
Have relevant industry knowledge.
Be adaptable, innovative and possesses a growth mind set.
Be a team player.
Be well organised with the ability to prioritise.
Skills, Knowledge and Expertise
·         Diploma/Certificate in a Relevant field, or at least 3 years of relevant work experience, including client services experience
Cash management experience
Proven Experience with Trust client documentation to ensure ability to process company advances, and facilitate client payments (EFTS, TT and FX)
Experienced with the Nav One Platform
Experience and confidence using multiple systems and CRMs
Proven relationship-building skills - create trusting relationships between you and internal clients
AML knowledge/experience is strongly preferred
Next steps
Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.
We will be accepting application up until 22 December 2025.
Employer questions
Your application will include the following questions:
What are your rights to work in New Zealand?
What are your yearly salary expectations?
How many years’ experience do you have as a Support Administrator?
How many years' in the Financial Industry do you have?
Do you have customer service experience?