Administrator – Cash Settlements Team

About the role

An opportunity has arisen for a Cash Settlements Administrator to join our team, based in Tauranga. This is a 12 month Fixed Term conract.

Our Cash Settlements team is an integral part of Craigs Investment Partners (CIP), looking after all the cash products of our client funds, this includes our kiwisaver, superannuation, and cash management accounts. The Cash Settlements Administrator is responsible for supporting the day-to-day operations and administration of the Cash Settlements function. The key responsibilities of the role include:

• Daily Reconciliation of all Cash Settlements Bank Statements
• Managing the end of day funding movements
• Processing of interest
• Processing of Term Deposits
• Processing of Foreign & Domestic Payments
• Reconciliation of Cash Settlements Accounts
• Providing backup and cover for other roles as required

This is a great role if you are looking to further your financial services administration experience. In return, you will be working in a supportive team environment with ongoing training and exposure to the investment industry.

About you

You will have experience in another administrative position, ideally within financial services. This role works to daily tasks so the ability to prioritise workload effectively is essential. This role also works to process cash payments, so a high degree of numerical accuracy is essential. You will have strong organisational, administrative and communication skills (both written and verbal). Strong computer literacy skills, including Microsoft Excel, are essential. Given the client services focus of this role, excellent interpersonal and client service skills are essential.

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 over 20 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.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.

For a copy of the Job Description visit HO_Cash-Settlements-Administrator---Nov-2025.pdf