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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.