Business Support

Business Support

EF Lending Ltd is a trusted and fast-growing company in the financial services sector, specialising in mortgage and lending solutions across New Zealand.

Based in Auckland, we are committed to helping clients achieve their financial goals by providing clear, professional, and tailored advice.

We pride ourselves on our supportive team culture, strong client relationships, and the ability to deliver high-quality lending services on time and with integrity.

An exciting opportunity has now arisen for a motivated professional to join our team and contribute to our continued growth.

Main duties of this role :

• Liaise with clients and internal staff to collect, prepare, and provide financial documents and reports as instructed by financial advisers, ensuring compliance and accuracy.
• Meeting co-ordination and general correspondence, including taking and transcribing dictation of letters, financial reports, briefing notes, memoranda, and other documents.
• Attend meetings with clients, banks, fund managers, and act as secretary as required, preparing agendas and minutes where necessary.
• Answer and screen telephone calls, respond to general enquiries, and communicate messages in a timely and professional manner.
• Maintain confidential client files, records, and correspondence in line with professional and regulatory requirements.
• Perform administrative duties including managing calendars, preparing reports, maintaining notes, spreadsheets, emails, and mail correspondence.
• Schedule and organize travel itineraries and arrangements for business meetings and conferences.
• May supervise junior administrative clerk and oversee clerical support as required.
• Work as part of a team and provide effective support to the manager and financial advisers in their day-to-day professional and compliance obligations.
• Perform liaison, coordination, and organizational tasks in support of the manager and financial advisers, including preparation of internal briefing materials.
• Assist in strengthening, growing, and expanding our network of clients to meet the company's growth plans in lending services.
• Any other duties the employer may reasonably require the employee to perform.

Pay rate : minimum $34.00 / hour - maximum $36.00 / hour

Guaranteed hours of work per week : minimum 30 hours

Requirements for the job :