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Offer: Investment Administrator ? Long-term temp:Job description:
Investment Administrator - Long-term tempJob location:Bay of Plenty Tauranga Work Type: Temporary » » » The Company A leader in the professional services industry this business have an international reputation as the most trusted investment and management business in their industry. Their portfolio of commercial property in New Zealand is strong and with offices in Tauranga and across the country they’re got a solid national presence. The Tauranga branch opened about 12 months ago, the team are growing, hence we need more support. The function You will support the small team of Advisers in the Mt office. This temp function is to start immediately for at least 6 months, and with the trajectory of the market right now we expect this person could become permanent. On a day to day basis your workload will include: • Supporting FMA’s with their investments and equity raises • Liaising with investors over the phone and email, including compiling investment documentation • Share and transfer documents • Reporting on portfolio reviews and market research • Assisting FMA’s with AML documentation • Managing the CRM system to ensure all client records and information are accurate The Ideal Person To hit the ground running (there are 3 equity raises to settle before Xmas) you’ll need to have finance industry practice and a good expertise of AML legislation. In terms of your working style we’re looking for someone open, friendly, fun, whose good under pressure and proactive. Ideally you’re Microsoft Office expertise will be intermediate to advanced level, you’ll have fabulous written and verbal communication expertise. This is a professional but relaxed business and Information technology will suit someone similar. We are seeking for an immediate start for the right person. If you’ve got the practice please submit your CV to Cherie Hill for consideration today. Reference Number: 56428 Contact info: Cherie Hill Profession: Banking & Finance > Administration & Support Employer : Kinetic Recruitment Date Published: 11/11/2021 1:00:00 PM www.kinetic.co.nz Job location: Bay of Plenty Tauranga Work Type: Temporary » » » The Company A leader in the professional services industry this business have an international reputation as the most trusted investment and management business in their industry. Their portfolio of commercial property in New Zealand is strong and with offices in Tauranga and across the country they’re got a solid national presence. The Tauranga branch opened about 12 months ago, the team are growing, hence we need more support. The function You will support the small team of Advisers in the Mt office. This temp function is to start immediately for at least 6 months, and with the trajectory of the market right now we expect this person could become permanent. On a day to day basis your workload will include: • Supporting FMA’s with their investments and equity raises • Liaising with investors over the phone and email, including compiling investment documentation • Share and transfer documents • Reporting on portfolio reviews and market research • Assisting FMA’s with AML documentation • Managing the CRM system to ensure all client records and information are accurate The Ideal Person To hit the ground running (there are 3 equity raises to settle before Xmas) you’ll need to have finance industry practice and a good expertise of AML legislation. In terms of your working style we’re looking for someone open, friendly, fun, whose good under pressure and proactive. Ideally you’re Microsoft Office expertise will be intermediate to advanced level, you’ll have fabulous written and verbal communication expertise. This is a professional but relaxed business and Information technology will suit someone similar. We are seeking for an immediate start for the right person. If you’ve got the practice please submit your CV to Cherie Hill for consideration today. Reference Number: 56428 Contact info: Cherie Hill Profession: Banking & Finance > Administration & Support Employer : Kinetic Recruitment Date Published: 11/11/2021 1:00:00 PM Skills:
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