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About the role
An opportunity has arisen for a client Portfolio Fees Administrator to join our Portfolio Fees team working, based in Tauranga. This is permanent full time position.
Our Portfolio Fees team is an integral part of Craigs Investment Partners (CIP), ensuring that CIP fee tables are appropriately applied to our clients accounts. The Portfolio Fees Administrator is responsible for ensuring the appropriate agreed fees are applied and to administer all fee related tasks for any changes in services levels and account closures on client portfolios in a timely manner.
Some of the day-to-day responsibilities for the role will include:
About you
This role would suit someone with prior experience within the financial services environment (preferred). The successful candidate will have experience in 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 will also have strong organisational, administrative and communication skills (both written and verbal). You will work to daily, weekly, monthly, and quarterly timetables, so you will require an ability to prioritise workload effectively. You will have strong computer literacy skills, with an affinity for picking up new systems and processes quickly, and experience using Microsoft Excel and the broader Microsoft suite.
Benefits
About the Company
Craigs Investment Partners (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as corporate and institutional clients.
Why Craigs?
We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support 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 our clients.
If you would like to find out more about working at Craigs, visit our Careers page –
Great News! We've discovered an exciting live job opportunity for a Administrator - Portfolio Fees team position in Tauranga. This job is currently open for hiring/recruiting by QJumpers, exclusively for you at NZ Jobs. Feel free to download the job details here.
The work culture at QJumpers must adhere to the Ethics of Work Culture as described in the Ethical framework of the UN Charter. You can gain more insights into their local workplace environment by exploring their jobs QJumpers and also by visiting their official website through Google.
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Administrator - Portfolio Fees team jobs are available in New Zealand.
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The average salary range for Administrator - Portfolio Fees team in Tauranga varies, but the standard pay scale is rated "Standard" in Tauranga. Salary levels may vary depending on your industry, experience, and skills. It's essential to research and negotiate effectively.
To apply for a job at QJumpers follow the application process following the "Apply Now" button at NZ Jobs and also you can visit QJumpers official career page and follow their application process.
Key qualifications for Administrator - Portfolio Fees team typically include a list of qualifications and expertise as outlined in Bureau of Labor. Be sure to check the specific job listing for detailed requirements and qualifications.
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Benefits for Administrator - Portfolio Fees team positions may include a list of benefits. These can vary from company to company, so it's important to review the specific job listing for details on benefits offered by the employer.
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