Full Time Client Service Administrator in Auckland
Auckland City, Auckland
Auckland City, AUK
5d ago
source : ExploreJobs

The PositionVariedClient SupportAdministrationImplementation of TradesResponsibilitiesImplementation of client management tasksExecuting trades and forexOnboarding new clientsLiaising with our clients, custodian and fund managersProcess and system management to improve efficienciesCreating financial portfolio reportsClient invoicingCompliance reviewsAssisting with client events and marketingCorrespondence and documentationIs this You?

Interested in wealth managementExcellent numerical skills understands the meaning of numbersDetailed let us check and do it right the first time, all the timeTeam player able to collaborate on tasks, helpful and willingExcellent Communicator both written and spokenHighly Organised multi-tasking, follow procedures, ordered.

Computer Skills must have intermediate - advanced Excel skillsProblem solving understands the situation, researches and presents possible solutionsDelegate - can effectively delegate tasks to team members.

Education : A finance qualification would assist you in this role, but is not necessary.Specific times and days are to be discussed.Apply now!

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