" \u003cdiv class=\"ja-job-details\"\u003e \u003ch2 class=\"title\"\u003eFunds Administrator\u003c/h2\u003e \u003cdiv class=\"meta\"\u003e \u003cul class=\"classifications\"\u003e \u003cli data-id=\"20857\"\u003e Banking \u0026amp; Finance \u003c/li\u003e \u003cli data-id=\"20858\"\u003e Client Services \u003c/li\u003e \u003cli data-id=\"20859\"\u003e Wellington \u003c/li\u003e \u003cli data-id=\"20860\"\u003e Permanent / Full Time \u003c/li\u003e \u003c/ul\u003e \u003cp class=\"date-posted\"\u003e 13/10/2026 \u003c/p\u003e \u003c/div\u003e \u003cul class=\"bullet-points\"\u003e \u003cli\u003eCombine customer contact with accurate end-to-end processing\u003c/li\u003e \u003cli\u003eHelp members navigate applications, payments and account queries\u003c/li\u003e \u003cli\u003eMortgage or KiwiSaver experience welcome, but not essential\u003c/li\u003e \u003c/ul\u003e \u003cdiv class=\"description\"\u003e \u003cstrong\u003eAbout the opportunity\u003c/strong\u003e\u003cbr\u003e 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.\u003cbr\u003e\u003cbr\u003e Our client is an established, purpose-led financial services organisation supporting its members\u0026rsquo; financial wellbeing. Joining the Member Services team, you\u0026rsquo;ll manage enquiries and process applications, payments and account updates, ensuring members receive clear information and timely support.\u003cbr\u003e\u003cbr\u003e \u003cstrong\u003eWhat you\u0026rsquo;ll be doing\u003c/strong\u003e\u003cbr\u003e You\u0026rsquo;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:\u003cbr\u003e \u003cul\u003e \u003cli\u003eResponding to member enquiries promptly, professionally and helpfully.\u003c/li\u003e \u003cli\u003eProcessing new member applications and maintaining member details.\u003c/li\u003e \u003cli\u003eChecking applications and supporting documents, following up on missing information.\u003c/li\u003e \u003cli\u003ePreparing and checking quotes, payments and related documentation.\u003c/li\u003e \u003cli\u003eCoordinating with colleagues and external parties to progress applications and resolve queries.\u003c/li\u003e \u003cli\u003ePreparing member statements and contributing to regular reporting.\u003c/li\u003e \u003cli\u003eManaging deadlines and meeting agreed service standards.\u003c/li\u003e \u003cli\u003eHelping improve processes and providing cover across the team.\u003c/li\u003e \u003c/ul\u003e The role supports a range of financial products, including retirement savings, KiwiSaver and mortgages.\u003cbr\u003e\u003cbr\u003e \u003cstrong\u003eWhat you\u0026rsquo;ll bring\u003c/strong\u003e\u003cbr\u003e We\u0026rsquo;re looking for someone who combines a helpful customer service approach with strong processing and administration skills. You\u0026rsquo;ll bring:\u003cbr\u003e \u003cul\u003e \u003cli\u003eExperience managing customer enquiries and administrative processes through to completion.\u003c/li\u003e \u003cli\u003eStrong attention to detail when checking documents, entering data and processing transactions.\u003c/li\u003e \u003cli\u003eClear communication skills and the ability to explain information in plain language.\u003c/li\u003e \u003cli\u003eGood organisation, with the ability to manage competing tasks and deadlines.\u003c/li\u003e \u003cli\u003ePractical problem-solving skills and a willingness to follow through.\u003c/li\u003e \u003cli\u003eConfidence using databases, Microsoft Office and learning new systems.\u003c/li\u003e \u003cli\u003eCare when handling confidential information and following established procedures.\u003c/li\u003e \u003cli\u003eA collaborative approach and willingness to support colleagues.\u003c/li\u003e \u003c/ul\u003e \u003cstrong\u003eExperience in mortgage administration, KiwiSaver or superannuation would be an advantage, but is not essential.\u003c/strong\u003e Transferable experience from customer service, banking, insurance, financial administration or other processing roles is welcome.\u003cbr\u003e\u003cbr\u003e \u003cstrong\u003eWhy consider this role?\u003c/strong\u003e\u003cbr\u003e 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\u0026rsquo;ll contribute across a varied range of services and help make everyday processes run smoothly.\u003cbr\u003e\u003cbr\u003e\u003cstrong\u003ePlease APPLY.\u0026nbsp; Queries (not applications) to:\u003c/strong\u003e\u003cbr\u003e\u003cstrong\u003eDanae Young\u003c/strong\u003e\u003cbr\u003e\u003cstrong\u003eFind Recruitment\u003cbr\u003edanae.young@findrecruitment.co.nz\u003cbr\u003e027 238 8188\u003c/strong\u003e \u003c/div\u003e \u003cdiv class=\"apply\"\u003e \u003ca class=\"back-link\" href=\"#\" title=\"Back to search results\"\u003eBack to search results\u003c/a\u003e \u003cinput type=\"button\" class=\"ja-button\" data-job-id=\"4477897\" value=\"Apply Now\" title=\"Apply Now\" /\u003e \u003c/div\u003e \u003c/div\u003e "