About The Role
An opportunity has arisen for a client Portfolio Fees Administrator to join our Portfolio Fees team based in Tauranga.
This is a fixed-term position for 18 months, full-time hours.
Our Portfolio Fees team is integral to Craigs Investment Partners (CIP), ensuring that CIP fee tables are appropriately applied to our client accounts.
The Portfolio Fees Administrator will ensure the appropriate agreed fees are applied, and administer all fee-related tasks for changes in service levels and account closures on client portfolios in a timely manner.
Day-to-day responsibilities
Completing portfolio reporting fee checks
Reviewing and analysing fee group set up requests
Processing ad hoc fee invoices relative to managed client portfolios
Performing maker and checker PR fees tasks as needed
Editing fee schedule changes and discussing internally with advisory network
Preparing and maintaining records and documentation, reviewing workflow notifications, and ensuring requests are actioned in a timely manner
About You
This role suits someone with prior experience within the financial services environment (preferred).
The successful candidate will have experience managing databases and administering end-to-end process flows.
As this role works with data, a high level of attention to detail is vital.
The successful candidate also possesses strong organisational, administrative and communication skills (written and verbal).
You will work to daily, weekly, monthly, and quarterly timetables, requiring the ability to prioritise workload effectively.
You have strong computer literacy, an affinity for picking up new systems and processes quickly, and experience using Microsoft Excel and the broader Microsoft suite.
About The Company
Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm and one of the largest in New Zealand.
With over 20 offices throughout the country and more than 600 employees, Craigs offers solutions and advice to private investors, as well as corporate and institutional clients.
Why Craigs?
We pride ourselves on creating an environment where people feel they belong, bring their best selves to work, and feel valued.
We grow as a team and with our clients, supporting our communities – both internal and external.
Our values build the foundation of how we work and how we provide great outcomes for our people and clients.
We are stronger together
We strive for excellence
We put people first
We do what's right
How To Apply
If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
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