summary

wellington, greater wellington
NZ$60,000 - NZ$65,000 per year
permanent

specialism
banking & financial services
sub specialism
client services
reference number
90M0654238_5605129145864093287

job details

An incredible opportunity be part of a Wellington-based company providing investment administration and custodial services, specializing in delivering efficient, high-quality financial solutions. Using advanced technology and an experienced team, they aim to enhance the financial services industry in New Zealand, with aspirations for global growth. ...

Involves managing and processing various client transactions, such as applications, redemptions, account set-ups, and distributions. Key responsibilities include ensuring all instructions are validated, maintaining client details, and processing transactions like Anti-Money Laundering (AML) verification, rebalancing, and filing tax returns (PIE). Additionally, the role includes preparing reports for clients, liaising with them, and ensuring transparency for regulatory compliance.

Key skills include a strong understanding of financial services, attention to detail, proficiency with software (especially Excel), and strong communication skills. A relevant qualification or financial sector experience is desirable but not essential

At Randstad, we are passionate about providing equal employment opportunities and embracing diversity to the benefit of all. We actively encourage applications from any background.

skills
Registry, Registry Admin, Registry Administration, Data Entry, Finance, Client Transaction Processing, Financial Services
qualifications
- Finance
- Accounting
- Economics
education
Bachelor Degree

financial
Central location, supportive team, learning opportunity

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