Administrator

Process retirement and first-home withdrawals, ensure compliance, supporting a fast-paced team in the KiwiSaver and retirement space.

About the Company:

A well-established organisation in the KiwiSaver and retirement sector, committed to delivering outstanding customer service. Aotearoa owned and operated, they foster a collaborative and supportive work culture where team members value creating the best outcomes for their customers.

About the Role:

As the Withdrawals Processing Administrator you will provide timely administration support through the processing of withdrawals within the KiwiSaver and retirement space. This role is Monday-Friday, approximately 8am-5pm and requires a commitment for at least 3-months. 

In This Role You Will:

• Process retirement and first-home withdrawals, including uploading application forms and reviewing them for accuracy.
• Follow up with members and solicitors to obtain further details when needed, ensuring compliance with all requirements.
• Ensure completed applications are sent to the registry after thorough review and attention to detail.
• Manage approximately 15 to 20 applications at once, prioritising tasks and maintaining high attention to detail.
• Handle inbound and outbound calls with members and solicitors, providing support and following up on outstanding details.

Benefits/Why This Role?

• A chance to gain valuable experience in the financial services sector, particularly in the KiwiSaver and retirement space.
• Potential for the role to extend or convert to a permanent position.
• Work with a supportive, collaborative team.
• Comprehensive training on platform use (Salesforce) and specific withdrawal types.

About You:

• A background in finance or administration with particular attention to detail when handling bank account information and withdrawal processes.
• Confident communicator and a team player equipped with strong interpersonal skills.
• Strong ability to handle multiple applications simultaneously.
• Experience with Salesforce or a similar CRM system would be beneficial.

We recognise that neurodiversity is critical to a healthy, successful workplace. Our role is to uncover and advocate strengths via a psychologically safe recruitment experience. So, if a typical recruitment process doesn’t bring out your best, let us know. We want you to shine, not shy away.  
  
Next steps:
 
Apply here with a CV in MS Word. You’ll need to hold NZ citizenship, residency, or have already secured a valid visa. Want to discuss your suitability further? Find me via our website.
  
We understand some job seekers choose not to apply if a role isn’t a 100% match. We’d encourage you to apply anyway or send us your details. If this isn’t right something else might be. 
  
A bit about Dakota, who's recruiting this role:
 
Packed with a passion for helping people and a love for all things analytical, recruitment and Dakota are two peas in a pod. Outside of work, you’ll find me in the outdoors, be it running, surfing, snow sports - the only exceptions being coffee, burgers and my dog Rooplestiltskin.