Financial Services Coordinator

4 days ago


Auckland, Auckland, New Zealand Hudson NZ Full time

Hudson NZ is seeking a skilled Financial Services Coordinator to join our team. In this role, you will be responsible for assisting with ongoing control checks for transactions conducted via the portal, ensuring accuracy and compliance.

About the Company:

We are a dynamic and collaborative team that thrives on delivering exceptional client outcomes. With a strong presence across New Zealand and Australia, we offer an exciting opportunity to join a growing team within a well-established company.

About the Role:

  • This is a 12-month contract position based in Auckland CBD, with a strong focus on delivering exceptional service and building strong relationships with clients and advisers.
  • You will work closely with our team to ensure all documentation complies with AML requirements and provide professional, clear, and helpful responses to adviser and client queries via phone and email.

About You:

We are looking for a detail-oriented individual with excellent communication skills, who is able to work independently and manage time effectively. If you have a passion for client service and a desire to work in a dynamic environment, we would love to hear from you.

Key Responsibilities:

  1. Assist with ongoing control checks for transactions conducted via the portal, ensuring accuracy and compliance.
  2. Provide professional, clear, and helpful responses to adviser and client queries via phone and email.
  3. Work closely with our team to ensure all transactions are processed accurately and efficiently.

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