Senior Financial Services Coordinator

5 days ago


Wellington, Wellington, New Zealand Tmm Full time

About the Company
Tmm is a growing Financial Services business providing a wide range of tailored financial products and advice, including Mortgage, KiwiSaver, Investment, Fire and General Insurance, Personal Insurance, Financial Planning, Budgeting and Debt Management. Our company values are built on trust, collaboration, and innovation, with an environment that celebrates creativity, work-life balance, and personal growth.

Job Overview
This exciting opportunity has arisen to join our busy team as a Fire & General Insurance, KiwiSaver and Investment Administrator. The role involves assisting a Director with their client base, requiring excellent communication skills, initiative, and technical savviness.

Key Responsibilities
The successful candidate will be responsible for:

  • Shared reception duties, including answering incoming calls, greeting clients, and performing administrative tasks
  • High-volume communication with clients and suppliers via phone and/or email regarding KiwiSaver, Fire and General Insurance products
  • Follow-up with clients, tracking progress of action points set out after meetings or communications with their Financial Adviser

Requirements
To be considered for this role, you should possess:

Previous experience within the Financial Services industry, preferably with KiwiSaver, Investment, or Fire and General InsuranceOutstanding written and verbal communication skills, with the ability to communicate effectively on the phone and via emailA strong sense of initiative, able to keep yourself busy during downtimeExcellent time management skills and the ability to thrive in a fast-paced working environmentTechnical savvy, with the ability to learn and adapt to new systems quicklyStrong knowledge of Microsoft softwareThe ability to work independently while contributing to a team environment

About You
We're looking for someone who shares our company values and is passionate about delivering exceptional customer service. If you're a motivated individual with a keen interest in finance, we'd love to hear from you.



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