Admin Ops Administrator
Core
Assess and process client and adviser requests for financial products (KiwiSaver, Investments, SuperScheme, Insurance) accurately and compliantly, guiding members through complex processes like financial hardship applications.
Role type
Admin Ops Administrator
Builds
Client accounts, processed withdrawals, insurance claims, and compliant financial guidance
Domain
Financial services / New Zealand
Deliverable
client delivery
Required skills
accuracy, attention to detail, ability to operate in a busy environment, ability to work independently, product and process subject matter expertise
Responsibilities
Loading new client accounts, processing transfers-in, processing direct debits and deposits, answering client and adviser queries via phone, processing letters and switches, dealing with complaints, processing financial hardship applications, loading withdrawals, closing accounts, processing insurance claims
Seniority
Individual Contributor