Data Entry & Business Support Administrator

Data Entry & Business Support Administrator

Auckland | Full-time | Office-based | Monday to Friday, 8.30am–5.00pm

Are you accurate, efficient and comfortable working with detailed information? Maurice Trapp Group is looking for a capable Data Entry & Business Support Administrator to join our Auckland team.

This role is ideal for someone who enjoys structured, process-driven work, learns new systems quickly and takes pride in producing accurate work at pace. You will play an important part in maintaining reliable client information and preparing reports and documents for our advisers and managers.

About Maurice Trapp Group

Established in 2006, Maurice Trapp Group provides financial services to individuals, families and businesses across New Zealand. Our services include life and health insurance, KiwiSaver, mortgages, employee benefits and business insurance. We focus on understanding each client’s circumstances and providing personalised support throughout their financial journey. Learn more about Maurice Trapp Group

About the role

Working from our Auckland office, you will be responsible for entering and maintaining client information in our in-house CRM. Information will come from a range of sources, including provider portals, internal Excel spreadsheets and correspondence from product providers.

As you become confident with our systems and processes, you will also learn to run reports, summarise information for the team manager and prepare business reports. Full training will be provided on populating templates to produce bespoke Statements of Advice for our adviser team.

Accuracy is essential, but so is efficiency. You will need to follow established processes carefully while using your initiative to identify practical opportunities for improvement.

Key responsibilities

• Enter and update individual client information in our CRM accurately and efficiently
• Gather and transfer data from provider portals, Excel spreadsheets, provider correspondence and other internal sources
• Check information for completeness, accuracy and consistency
• Follow documented processes and instructions
• Develop a thorough working knowledge of our in-house CRM
• Run reports and prepare clear summaries for the team manager
• Assist with the preparation of business reports
• Populate approved templates to produce bespoke Statements of Advice for advisers
• Manage detailed and confidential client information responsibly
• Identify opportunities to improve data-entry processes and workflows
• Support the wider business support team as required

What you will bring

Essential:

• Excellent attention to detail and a strong commitment to accuracy
• The ability to work quickly and efficiently without compromising quality
• Confidence working with data, spreadsheets and business systems
• Strong written comprehension and the ability to follow detailed instructions
• A methodical and organised approach to work
• The ability to learn new systems and processes
• Initiative and a willingness to suggest practical improvements
• Clear communication skills and the confidence to ask questions when information is incomplete

Desirable:

• Previous experience in data entry, administration or business support
• Experience using a CRM or client-management system
• Familiarity with Microsoft Excel and document templates
• Experience in financial services, insurance or another detail-focused professional environment