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Financial Operations Coordinator

1 week ago

Auckland, Auckland, New Zealand Hudson Nz Full time

Job Summary

Hudson Nz is seeking a highly organized and detail-focused Financial Operations Coordinator to join our Wealth Management team. As a key member of our operations team, you will provide administrative support to our advisors, ensuring seamless client onboarding, data entry, and document preparation.

About the Role

This full-time position is based in our Auckland CBD office, with a fixed-term contract until March 31st. You will work closely with our Wealth Management Advisors, reporting directly to them. This role is ideal for individuals with prior office experience, strong attention to detail, and professionalism.

Key Responsibilities

  • Data entry and accuracy: Ensure client information is recorded correctly.
  • Client onboarding: Follow a step-by-step manual to process new clients.
  • Writing financial plans: Fill in pre-populated documents based on advisor input (strong written English required).
  • Supporting a growing team: Assist with overflow tasks as the team expands.

Requirements

Prior office experience with exposure to a corporate setting is essential. You must have a high level of integrity and discretion when handling confidential client information. Additionally, you should be able to work autonomously while being open to feedback. A well-presented and professional approach is crucial in this role.

Preferred Qualifications

  • Understanding of finance or studies in business, commerce, or finance beneficial.
  • Familiarity with the Wealth management industry would be an advantage.

Why Choose Hudson Nz?

This role offers a strong addition to your CV, gaining experience in a reputable Wealth Management firm. You will have exposure to financial processes and industry professionals in a supportive team environment with training provided.