Administrator - Operations Assurance OfficerJoin to apply for the Administrator - Operations Assurance Officer role at Craigs Investment Partners.About the RoleAn opportunity has arisen for an Operations Assurance Officer to join our Operations Assurance team, based in Tauranga.
This role is a 12-month fixed term position, full time hours 8 : 30am - 5 : 00pm, Monday to Friday.ResponsibilitiesThe Operations Assurance Officer is responsible for approving new client accounts in accordance with the Company's policies and procedures, and to a consistently meet the high standard of compliance required to meet the legislative and NZX requirements.
The other responsibilities may include : Reviewing all new client accounts to ensure they have been opened in compliance with all relevant regulations and CIP policiesEnsuring that all documentation provided meets the requirements of our licenceEntering data into our Customer relationship management (CRM) systemUpdating and reconciling DIMS registers (DIMS / Adviser accounts)Managing email correspondence via a group email inbox, responding to queries from our Advisory network and back-office business units.Any other tasks as required by your ManagerAbout youYou will have experience in another administrative position, ideally within financial services or risk and compliance sectors.
This role works to daily tasks so the ability to prioritise workload effectively is essential.
You will also have strong organisational, administrative and communication skills (both written and verbal).
Strong computer literacy skills are essential, and experience working within a CRM program would be advantageous.
A high attention to detail is essential.About the CompanyCraigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand...Why Craigs?
We are stronger togetherWe strive for excellenceWe put people firstWe do what's rightHow To ApplyIf you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.Seniority levelEntry levelEmployment typeFull-timeJob functionManagement and ManufacturingReferrals increase your chances of interviewing at Craigs Investment Partners by 2xGet notified about new Operations Administrator jobs in Greater Tauranga Area.
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Administrator • New Zealand