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Insurance and Investment Assistant

2 weeks ago

Wellington, Wellington, New Zealand Tmm Full time

About Tmm: We are a growing Financial Services business that provides a wide range of tailored financial products and advice. Our team is passionate about delivering exceptional service to our clients, and we're looking for someone who shares our commitment to excellence.

Job Description: As an Insurance and Investment Assistant, you will be responsible for providing administrative support to our team of professionals. This includes answering incoming calls, greeting clients, and assisting with client communication and support via phone and/or email.

Key Responsibilities:

  • Shared reception duties, including answering incoming calls and greeting clients
  • High volume of client and supplier communication and support via phone and/or email regarding their KiwiSaver, Fire and General Insurance products
  • Follow-up of clients, tracking progress of action points set out after their meeting or communications with their financial adviser

Requirements:

  • Previous experience within the Financial Services industry, ideally with KiwiSaver, Investment or Fire and General Insurance
  • Outstanding written and verbal communication skills, with the ability to communicate effectively on the phone and via email
  • Strong sense of initiative and the ability to work independently while contributing to a team environment
  • Excellent time management skills and the ability to thrive in a busy working environment
  • Technical savvy, with the ability to learn and adapt to new systems quickly

Our Culture:

  • We value diversity and inclusion, and are committed to creating a workplace culture that reflects this
  • We believe in supporting our employees' personal and professional growth and development
  • We offer a competitive salary and benefits package, as well as opportunities for career advancement