Administration Assistant

Riccarton: We are looking for a motivated Administration Assistant in Casual to join our growing team at Financial Services company. This role offers a great opportunity for someone who enjoys a mix of administration, client service, and marketing support while gaining valuable exposure to the New Zealand mortgage advisory industry. The role may transition from Casual to Part-time or Full-time for the right candidate.

Working closely with the Director, you will support day-to-day business operations, assist with client communications, maintain CRM records, and help coordinate marketing activities and client seminars.

Role Responsibilities:- Administration: • Support the Director with daily business operations, general office administration, invoice processing, and coordination with contractors and referral partners to ensure smooth business operations. • Assist with organising and supporting First Home Buyer and Investment seminars which may occasionally require attendance outside standard working hours. • Receive training and support to learn loan submission processes and lender policies within the first 12 months. • Maintain confidentiality and handle client information in accordance with the Privacy Act 2020 and company policies. Client Service • Provide professional customer service to clients and referral partners, acting as a key point of contact and managing client communications via phone and email. • Assist clients with loan re-fixing and support client retention within the business. • Assist with analysing trail income and client data to support client retention initiatives.

CRM & Client Management: • Maintain accurate and up-to-date records in the CRM system, manage client data, track leads, and analyse the client database to support strong client retention.

Marketing & Brand Support: • Manage the company’s social media platforms and create engaging content using tools such as Canva. • Plan and schedule posts, promote seminars and mortgage insights, respond to social media enquiries, and support marketing campaigns to help generate leads and support the growth of the company brand.

Role Benefits & Growth Opportunities: • Opportunity to gain hands-on experience in the New Zealand mortgage advisory industry, including learning loan submissions and lender policies. • Exposure to client relationship management and CRM systems used in financial services. • Opportunity to develop marketing and social media skills while supporting brand growth. • Referral bonus opportunities for introducing potential clients to the business, subject to company policy and regulatory requirements. • Flexible working arrangements where possible.

• Proven experience in administration, customer service, office support • Familiarity with social media platforms, marketing campaign tools experience is essential. • Basic knowledge or interest in financial services, mortgages, or banking would be an advantage. • Strong communication and interpersonal skills, with the ability to interact professionally with clients and referral partners. • Good organisational skills and attention to detail, with the ability to manage multiple tasks and priorities. • Comfortable using computer systems and CRM databases, with good data entry accuracy. • Ability to maintain confidentiality and handle sensitive client information in line with the Privacy Act 2020. • A positive attitude, willingness to learn, and ability to work both independently and as part of a small team. • Multilingual could be an added advantage. • Able to pass the pre-employment drug test and MoJ checks