Client Operations Officer

Client Operations Officer

Application Deadline : 27 November 2025

Department : Private Client Services

Employment Type : Permanent - Full Time

Location : Auckland Head Office

Reporting To : Justine Wealleans

Compensation : $70,000 - $75,000 / year

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

Job Benefits

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.

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

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