Trust Administrator
Wellington
Trust Administrator – Part Time
- Fixed Term Contract (14 months) covering maternity leave
- Part time hours 32.5 per week, Monday to Friday
- Mix of administration, customer service and accounting support tasks
- Salary $70K pro rata for part time hours
This administration-based role is working for a membership-based organisation who provide financial trust services to members. Working with a close-knit team, this varied role supports members and their customers with a range of services. Working part time hours, Monday to Friday, you will be able to assist with a variety of tasks in customer service, accounting support and administration.
What’s in it for you?- Utilise your extensive skills and experience in a role that offers variety.
- Part time hours that may suit return to work or a genuine part time career choice.
- Be part of a team that is supportive, takes pride in the services they offer and deliver.
- Work in the heart of Lambton Quay close to shops, amenities and public transport.
- This role is 100% based in the office however work from home flexibility is available on an ad hoc basis.
- Join an organisation that is collaborative, growing and community focused.
Day to day responsibilities include:
- Primary contact for members/customers responding to queries via phone and email.
- Manage CRM database ensuring customer information and transactions are updated and processed.
- Process accounts payable, receivable and daily reconciliations.
- General administration including system and process improvement.
To be successful in this role:
- Proven experience in customer service, administration and accounting support functions.
- A background working in financial products and services would be a benefit.
- Tech savvy with a strong knowledge of Microsoft Suite and knowledge of Xero.
- Excellent attention to detail, accuracy and ability to follow processes.
- Confident communicator who is used to working in a phone-based customer service role.
- A natural problem solver who enjoys customer interaction.
- Positive and professional “can do” attitude.
To find out more about this role, email Sharlene.yule@beyond.co.nz
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