Client Operations Officer

1 week ago

Manukau, Auckland, New Zealand d-9dc7-42b2-903f-aea565b1aa7f Full time
Description

This role is part of the Client Operations team, made up of Client Records, Cash Management and Portfolio Administration. Together this team is responsible for seamless support and client service for external and internal stakeholders.

This role will work across the Cash Management and Portfolio Administration functions. Daily tasks include reconciling a number of Trust Bank Accounts, investigating deposits, trade booking and matching and, supporting the Funeral Trust Product whilst ensuring full compliance with statutes, regulations and Company policy.

There is a lot to learn and there is room to grow

Key Responsibilities
  • Daily Trust bank reconciliations
  • Portfolio administration (trade matching, pooling of assets, and arranging off market share transfers etc.)
  • Manage the Funeral Trust client registry
  • Responding to queries from the wider team
Skills, Knowledge & Expertise
  • 2+ years in an administrative position
  • 2 + years client services experience
  • Cash management experience
  • Experience in a Trustee or Financial industry is preferred
  • Experience and confidence using multiple systems and CRMs
  • Patience to conduct time-consuming and repetitive tasks particularly related to system updates and data capturing
  • Proven relationship-building skills - create trusting relationships between you and internal clients
  • AML knowledge/experience is preferred, but not essential: we will train the right person
Job Benefits
  • Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
  • Health and Life Insurance Cover*
  • Discounts on company products – including free will
  • Discounts on products and services through commercial business partners

*eligibility criteria apply

Next Steps:

Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.

We will accept applications up until 27 November 2025, though we will commence interviews as we see suitable candidates coming through.

Please note that we will not be providing feedback on applications before the interview stage.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.

About Perpetual Guardian

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.

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