Client Operations Officer

Client Operations Officer

Perpetual Guardian

Auckland

Full time

About the Business:

Perpetual Guardian is a leading provider of Estate Management Services in New Zealand. Whether it is through Wills, Trusts, Enduring Powers of Attorney, Investment Advisory or Philanthropic ventures, we’re committed to growing and preserving the wealth and legacy of our clients. 

A great team is our most valuable asset; we recruit, train, empower and reward our people to deliver excellence in comprehensive financial solutions and services. Our people are passionate about what they do and have a genuine interest in the wellbeing of our clients.

About the Role:

Location:  Auckland

Minimum guaranteed hours of work:  37.5 hours per week

Hourly rate:  $34 - $40 per hour

Terms:  Fulltime, Permanent

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 work across the Cash Management and Portfolio Administration functions. Daily tasks include reconciling a number of Trust Bank Accounts, investigating deposits, trade booking and matching and, supporting the Funeral Trust Product whilst ensuring full compliance with statutes, regulations and Company policy. 

Key accountabilities of the role include, but are not limited to:

• Daily Reconciliation of Trust bank accounts, across entities and currencies
• Oversight and reconciliation of General Ledger Accounts
• Investigating unreconciled bank items
• Preparing monthly tax payments to IRD
• Management of the Funeral Trust client registry
• Daily cash and funding of Trust Bank Accounts
• Setting up / editing / closing of periodic payments
• Portfolio administration (trade matching, pooling of assets, and arranging off market share transfers etc.)
• Processing investment deposits and withdrawals

• Ensure delivery of a high-quality, accurate and timely service
• Responding to queries and building strong relationships with stakeholders, both internally and externally.

About You:

The right candidate for the role will:

• Have strong experience in role requiring attention to detail and demonstrate the ability to keep pace with a busy office.
• Have relevant industry knowledge.
• Be adaptable, innovative and possesses a growth mind set.
• Be a team player.
• Be well organised with the ability to prioritise.

Skills, Knowledge and Expertise

• ·         Diploma/Certificate in a Relevant field, or at least 3 years of relevant work experience, including client services experience
• Cash management experience
• Proven Experience with Trust client documentation to ensure ability to process company advances, and facilitate client payments (EFTS, TT and FX)
• Experienced with the NavOne Platform
• Experience and confidence using multiple systems and CRMs
• Proven relationship-building skills - create trusting relationships between you and internal clients
• AML knowledge/experience is strongly preferred

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 be accepting application up until 22 December 2025.

Employer questions

Your application will include the following questions:

• What are your rights to work in New Zealand?
• What are your yearly salary expectations?
• How many years’ experience do you have as a Support Administrator?
• How many years' in the Financial Industry do you have?
• Do you have customer service experience?