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Client Operations Officer
Posted on April 29, 2025
- Auckland City, New Zealand
- No Salary information.
- Full Time
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Description
This role is part of the Client Operations team, made up of Client Records, Cash Management and Portfolio Administration. Together this team is responsible for seamless support and client service for external and internal stakeholders.
This role will predominantly work within the Cash Management team. Daily tasks include reconciling a number of Trust Bank Accounts, ensuring adequate daily funding, investigating deposits, managing term deposits, supporting the Funeral Trust Product whilst ensuring full compliance with statutes, regulations and Company policy.
There is a lot to learn and there is room to grow!
Key Responsibilities
- Daily bank reconciliations
- Cash and funding of Trust Bank Accounts
- Responding to queries from the wider team
- Portfolio administration (trade matching, pooling of assets, and arranging off market share transfers etc.)
- Data maintenance and bulk system updates involving updating and reconciling static data in all systems: Ensuring that all client documentation is compliant and that we operate within the governing rules and regulations of our industry
- Checking and filing of Client products of a sensitive nature e.g. personal Wills
Skills, Knowledge & Expertise
- 2+ years in an administrative position
- 5 + years client services experience
- Cash management experience
- Experience in a Trustee or Financial industry is preferred
- Experience and confidence using multiple systems and CRMs
- Patience to conduct time-consuming and repetitive tasks particularly related to system updates and data capturing
- Proven relationship-building skills - create trusting relationships between you and internal clients
- AML knowledge/experience beneficial but not essential: we will train the right person!
Job Benefits
- Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
- Health and Life Insurance Cover*
- Flexible Working Arrangement*
- Discounts on company products – including free will!
- Discounts on products and services through commercial business partners
*eligibility criteria apply
Next Steps:
Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.
Next Steps:
Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.
We will accept applications up until 30 May 2025, though we will commence interviews as we see suitable candidates coming through.
Please note that we will not be providing feedback on applications before the interview stage.
Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.
Please note that we will not be providing feedback on applications before the interview stage.
Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.
About Perpetual Guardian
Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.
We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.
We are specialists in providing Wills, Trusts and Enduring Powers of Attorney. We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.
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