Job Description
Our client is a NZ owned market leader in Funds Administration and Wealth Management. They are technology orientated and always innovating. They are extremely well established and growing every day but manage to maintain a great atmosphere.
We are looking for a talented Accounting graduate ideally with 1-3 years financial services experience. This experience can be within banking or wealth management / administration. This position is a great role to learn the ropes and grow and develop upwards from there.
Key information:
– Extra annual leave
– WFH ability
– flexible hours (40 per week)
– great vibe / inclusive / flat structure
– Central city location – Lambton Quay / Terrace
The role involves:
- Ensure investment instructions are proper and complete
- Process investor applications
- Process investor redemptions
- Set-up new investor accounts
- Maintain all investor/ client details
- Process rebalancing instructions
- Process distributions
- Send bank payment instructions
- PIE tax filing (once trained)
Other tasks:
- Liaise with clients effectively
- Maintain records as required to ensure the administration process is transparent to client’s regulators and external auditors
- Log any incidents
To be suitable for this role you should be interested in the stock market / investment arena, have a super keen eye for detail, and ideally be degree qualified. We also need this person to have a people orientated personality – solid communication skills. This is due to the interaction with external high level clients.
If you are interested please reach out to Mike Healy 021 337 598 / mike.healy@h2r.co.nz OR Apply now.