Investment Administrator

One of New Zealand’s leading investment organisations which specialise in advisory and investment management is seeking an Investment Administrator to join their successful team. This renowned Investment company has the highest reputation for experience, integrity, and service. They have a great company culture; are passionate about what they do, close-knit, hardworking, and are renowned for providing outstanding service and investment expertise.

As Investment Administrator you will be responsible for supporting the Operations and Investment teams in the management and servicing of existing client relationships, and work on company-wide initiatives and projects. Duties and responsibilities will include:

  • Assist and support the Operations and Investment teams; being the ‘go to person’
  • Monitor settlements and co-ordinate transfers
  • Preparation of client reports, and documentation
  • Respond to enquiries, provide outstanding customer service
  • Problem solve and trouble shoot
  • Onboard new clients
  • Stakeholder engagement
  • AML control and customer due diligence
  • Compliance

You will have a flexible, adaptable, willing, and can-do attitude, whilst being well organised with a natural flair for multi-tasking.  You will also think outside the square creating innovative solutions, be professional, deadline driven, self-motivated, self-managing and most importantly you have a fun sense of humour.

Key to your success in this role will be your ability to thrive in a fast-paced and multi-dimensional environment, your impeccable communication skills, and your adaptability on various technology platforms.

If you are a highly motivated individual who has a keen interest in the New Zealand investment management industry with excellent attention to detail, adheres to tight deadlines, has a strong work ethic and is proactive with a can-do attitude then this is the role for you.

You will be joining a busy, close-knit team who work hard together achieving common goals, and they are all very passionate about what they do. Investment Banking is their passion and getting the best results for their clients. This fantastic role is not to be overlooked…. APPLY NOW!!!

Email your Curriculum Vitae to [email protected] NOW!!  For other exciting opportunities, check out our website –

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