Operations Coordinator

1 week ago


Auckland City, New Zealand Madison Recruitment Full time

Our client is a highly experienced team of investment professionals dedicated to progressive and solid investment management. Led by well-respected and experienced investment and portfolio managers, they focus on sound investment strategies and processes to achieve maximum results for their clients.

**What will you do?**

As the Operations Coordinator, you will play a key role in the centralised client service team by offering operational, administrative, and client service support. Responsibilities include:

- Communicating with clients and other stakeholders within the business in a professional and timely manner.
- Reviewing client documentation and information for accuracy and compliance within the CRM system.
- Generating required reports and collecting accurate data for Supervisory bodies and Adviser clients. Must be comfortable with spreadsheets.
- Ad hoc administration tasks as required by the team.

**What will you bring?**

Although a background in financial services may be helpful, it is not essential. This is a great opportunity for an experienced administrator with a client-focused mindset looking to gain experience in the financial industry. Full training will be provided, but key attributes include:

- Confidence and experience in speaking with existing and new clients.
- Outstanding and clear communication via multiple channels, both written and verbal.
- High levels of attention to detail and accuracy are a must.
- Honesty and reliability, with an acute awareness of discretion and the importance of confidentiality.
- A can-do attitude, keen to add value to the team and support the growth of the business.

**What will you get in return?**

As well as full training and continual support from a small and welcoming team, you will receive:

- Competitive remuneration package, including Kiwisaver.
- Central city location with some hybrid working options.
- An extra day’s leave on your birthday.
- Career development opportunities under the guidance of industry leaders.
- If this sounds like the perfect opportunity for you, please click _**_APPLY_**_ now_
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- Job reference: BH-135555_



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