Financial Services Coordinator

2 days ago


ManawatuWanganui, New Zealand Cultivate – Seek Medium Agency Of The Year 2023 & 2024 Full time

**Job Description:**

Cultivate – Seek Medium Agency Of The Year 2023 & 2024 is seeking a highly skilled Financial Services Coordinator to join our team. As a Commercial Assistant, you will provide administrative support to the Commercial Manager and work closely with them to grow their portfolio of clients.

The ideal candidate will have excellent administration skills, strong attention to detail, and be comfortable with compliance. They will also be able to engage with clients from time to time to build long-standing relationships.

In this role, you will:

  • Provide full administration support to the Commercial Manager
  • Onboard new clients, liaising via email or phone for compliance documentation and building strong relationships
  • Process lending requests, including requesting documents, coordinating signatories, and payouts
  • Prioritize urgent workflow

We are looking for someone who:

  • Is experienced in managing customer/client queries and has a passion for delivering exceptional service
  • Has a blend of administration and client-facing skills
  • Is passionate about working in a small team environment

In return, we offer:

  • LEARNING & DEVELOPMENT: Work with a Manager who is enthusiastic about helping staff develop their finance skills
  • TEAM CULTURE: A supportive, down-to-earth team environment
  • COMPANY CULTURE/VALUES: A well-known, successful business that values innovation and growth

We recognize the importance of neurodiversity in the workplace and strive to create a psychologically safe recruitment experience.

To apply, please submit your CV in MS Word format. You must hold NZ citizenship, residency, or have a valid visa.



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