Administrator - Client Onboarding

• Part Time
• Application Closes 15 Jun 2024
• Bay of Plenty - Tauranga
• Office Clerk, General

An opportunity has arisen for a Client Onboarding Administrator to join our Onboarding team in Tauranga. This is 12-month fixed term position, the hours of work are 4 hours per day (approximately ‘half time’), Monday to Friday. The hours must be completed between 8:30am – 5:00pm, however the specific hours per day are able to be set in discussion with you (to be discussed during interview process).

This role is primarily tasked with ensuring client Cash Management accounts are opened, maintained, and closed in accordance with regulatory and legislative requirements and in line with Craigs Investment Partners (CIP) procedures and policies. The position requires strong organisational, administration and communication skills (both written and verbal) and a high level of accuracy and attention to detail.

The role is also required to:

• Open and close CIP cash management accounts within the Service Level Agreement (SLA) timeframes
• Open CIP Cash Management accounts on behalf of new and existing clients, ensuring accounts are correct and compliant.
• Action the closure processes for Cash Management accounts as requested by the CIP advisory network, ensuring that all required client reporting is generated and sent to the client.
• Other tasks as required by your manager.

This is a great role if you are looking to further your financial services administration experience. In return, you will be working in a supportive team environment with ongoing training and exposure to the investment industry.

Skills and Experience

We are looking for candidates with relevant finance or business administration qualifications, or equivalent financial services work experience. The successful candidate will also be able to demonstrate the following:

• Excellent time management and organisational skills
• Excellent interpersonal and communication skills (both written and verbal) with the ability to communicate in a professional manner with both internal and external clients 
• High level of accuracy and attention to detail
• Intermediate Microsoft Office user (Word, Excel and PowerPoint)
• Self-starter with the ability to show initiative

Benefits

• Other leave (such as sick, bereavement, and family violence leave) from first day of employment
• Annual Health Check and flu vaccinations
• Flexible work options 
• Craigs Community / Volunteer Day
• Savings benefits and preferential insurance rates

About the Company

Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page –

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.