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Client Administrator

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  • Ref: JM0069

I currently have a fantastic opportunity for a Client Administrator working for a highly regarded client working in Wellington. This role will support the MD of the business and will involve a mix of administrative responsibilities. 

Client Administrator responsibilities include...

  • The maintenance of client records on the back-office system
  • The preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance
  • To upload files on the back-office system, following client or company contact
  • Administrative support including scanning, photocopying, faxing and letter writing
  • The completion, submission and follow up of applications
  • To request required documentation for clients
  • To order quotes and request policy details
  • To submit and process surrender requests
  • To ensure that significant risk issues are referred, where appropriate
  • To proactively enhance industry knowledge through external and internal sources

Client Administrator requirements include...

  • A financial services or legal background
  • Strong administration experience
  • Practical awareness and basic knowledge of retail financial products and current regulatory expectations
  • Analytical in solving tasks with an attention to detail
  • Excellent organisational skills with the ability to work under pressure and prioritise own workload
  • A problem solver, with a positive and proactive approach to work 

If you have experience working in a Financial services or legal environment I would like to hear from you! Please get in touch if you feel you match the requirements for this exciting opportunity based in Wellington!

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