Funds Administrator

About the opportunity
Do you enjoy helping customers and seeing a process through to completion? This role brings together responsive customer service, detailed administration and the satisfaction of getting things right.

Our client is an established, purpose-led financial services organisation supporting its members’ financial wellbeing. Joining the Member Services team, you’ll manage enquiries and process applications, payments and account updates, ensuring members receive clear information and timely support.

What you’ll be doing
You’ll take ownership of administrative tasks from receipt through to completion, checking information, coordinating the next steps and keeping accurate records. Your responsibilities will include:

• Responding to member enquiries promptly, professionally and helpfully.
• Processing new member applications and maintaining member details.
• Checking applications and supporting documents, following up on missing information.
• Preparing and checking quotes, payments and related documentation.
• Coordinating with colleagues and external parties to progress applications and resolve queries.
• Preparing member statements and contributing to regular reporting.
• Managing deadlines and meeting agreed service standards.
• Helping improve processes and providing cover across the team.

The role supports a range of financial products, including retirement savings, KiwiSaver and mortgages.

What you’ll bring
We’re looking for someone who combines a helpful customer service approach with strong processing and administration skills. You’ll bring:

• Experience managing customer enquiries and administrative processes through to completion.
• Strong attention to detail when checking documents, entering data and processing transactions.
• Clear communication skills and the ability to explain information in plain language.
• Good organisation, with the ability to manage competing tasks and deadlines.
• Practical problem-solving skills and a willingness to follow through.
• Confidence using databases, Microsoft Office and learning new systems.
• Care when handling confidential information and following established procedures.
• A collaborative approach and willingness to support colleagues.

Experience in mortgage administration, KiwiSaver or superannuation would be an advantage, but is not essential. Transferable experience from customer service, banking, insurance, financial administration or other processing roles is welcome.

Why consider this role?
This is an opportunity to combine customer relationships with hands-on administration in an organisation where accurate work and helpful service make a difference to members. You’ll contribute across a varied range of services and help make everyday processes run smoothly.

Please APPLY.  Queries (not applications) to:
Danae Young
Find Recruitment
[email protected]
[027 238 8188](tel:027 238 8188)