Financial Services Coordinator

Operational Support RoleWe are seeking an experienced Operations Coordinator to join our team. As an Operations Coordinator, you will be responsible for overseeing and maintaining our administrative systems and processes, handling client inquiries, and coordinating documentation and data entry tasks. You will work closely with advisers and other team members...

Personal Assistant to a Financial AdviserCompany Overview:Booth Financial Services Limited is part of a leading nationwide financial services network.The company has more than 20 offices throughout New Zealand and offers clients expert advice on insurance, mortgages, and investments (including KiwiSaver).We have experienced solid growth over more than a...

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...

Are you looking for a challenging role in financial services? Do you have great communication skills and a positive supportive attitude? If so, we encourage you to apply for the Financial Services Specialist position at Fairstone Financial Inc.As a Financial Services Specialist, you will be responsible for supporting customers and prospective customers on...

Company OverviewInvicta Financial is a growing financial services firm with a supportive and friendly team. We specialize in personal insurance and KiwiSaver, providing expert advice and tailored solutions to help Kiwis protect their financial futures.Job SummaryWe are seeking an experienced Operations Coordinator to join our team. As an Operations...

Personal Assistant to a Financial AdviserPart-time (Approximately 15 hours per week – hours by negotiation)$30 to $35 per hourPersonal Assistant to a Financial AdviserPart of a Leading Nationwide Financial Services Adviser NetworkWhy SHARE?SHARE has more than 20 offices nationwide, is a professional, innovative and forward thinking financial services...

Personal Assistant to a Financial AdviserAt Booth Financial Services Limited, we're passionate about delivering expert advice to our clients.We're committed to building long-term relationships based on trust and mutual respect.In this role, you'll be working closely with our adviser to ensure seamless communication with clients and third-party providers.$30...

Build Your Future with Invicta FinancialKeen to take your career to the next level? We're looking for someone who's driven, passionate, and ready to make a real difference in the lives of everyday Kiwis.What We're Looking ForCareer-Focused Go-Getter: You're results-driven and thrive on making an impact.Keen Learner or Qualified Professional: You already hold...

Personal Assistant to a Financial AdviserThe company we represent has built its success through a co-operative ownership structure that puts advisers at the forefront.With more than 20 offices nationwide, our clients benefit from expert advice on insurance, mortgages, and investments (including KiwiSaver).We pride ourselves on being a professional,...

A Career-Focused Go-Getter: You're results-driven and thrive on making an impact. You already hold or are ready to work towards the NZ Certificate in Financial Services (Level 5). We'll back the right person to achieve this.

Job OpportunityWe are seeking a highly skilled Operations Coordinator to join our team. As an Operations Coordinator, you will play a crucial role in ensuring our administrative systems and processes run efficiently while providing top-notch service to our existing clients.Responsibilities:Oversee and maintain our administrative systems and processes to...

About the Role:Financial Services AssistantWe are looking for a skilled Financial Services Assistant to join our team. In this role, you will provide critical support to our mortgage advisers by preparing and coordinating documentation, ensuring compliance with lending regulations. You will also maintain accurate client records and track loan applications...

Job Description:About Invicta FinancialWe are a fast-growing financial services firm specializing in personal insurance and KiwiSaver. Our goal is to provide expert advice and tailored solutions to help Kiwis protect their financial futures.About the RoleAs an Operations Coordinator, you will be at the heart of our day-to-day operations. You'll play a...

About the RoleCraigs Investment Partners, a multi award winning investment advisory firm, is seeking a highly skilled and professional Private Wealth Assistant to join their Christchurch team. This permanent full-time position involves providing administrative and organisational support to our Investment Advisers, acting as a pivotal support function in our...

About Our TeamThe Financial Services team is responsible for providing central procurement, accounting, business partnership, advice, process improvement, and processing of financial transactions. We work closely with students, staff, and other stakeholders to ensure the smooth operation of our financial services.Your ResponsibilitiesAs a Senior Finance...

Job DescriptionWe are seeking an organised and detail-oriented Financial Administrator to join our high-performing team. The successful candidate will have a methodical work style, with the ability to process high volumes of invoices efficiently.Key Responsibilities:Efficiently manage Finance Hub Shared Mailboxes, ensuring all emails are triaged and directed...

About Our CompanyFairstone Financial Inc. is committed to being Canada's most accessible and responsible consumer lending bank.Job SummaryThis permanent position involves supporting customers and prospective customers in a full-time capacity.ResponsibilitiesYour key responsibilities will include:Assessing loan applications and ensuring timely processing in a...

We work with some of New Zealand's leading insurance and investment providers, offering tailored solutions to meet our clients' needs.Our strong compliance support makes navigating regulations simple, allowing you to focus on your clients.We are planning for long-term growth and success, creating opportunities for those who are driven, committed, and ready...

Personal Assistant to a Financial AdviserWe're seeking a highly skilled and organised administrative assistant to join our team.As a key member of our team, you will be responsible for providing exceptional support to our adviser, ensuring seamless communication with clients and third-party providers.Key responsibilities include communicating with insurance...

Job DescriptionWe are seeking a highly motivated and enthusiastic Financial Services Specialist to join our team in Christchurch. As a Financial Services Specialist, you will be responsible for providing excellent customer service and financial advice to clients.The successful candidate will have a strong desire to learn and grow within the company, with a...