13 Oct
Booster Financial Services
Wellington Central
Job Description – Admin Ops Administrator
About Booster
Booster is a financial services company that’s equipped for our exciting, fast-changing world. Locally owned and operated, Booster is here to help grow New Zealanders’ money and financial confidence, because life is a lot brighter when you’re not left in the dark.
Booster is a team with a refreshingly different mission. We don’t just provide KiwiSaver funds, Investments, and a specialist web-based platform for financial advisers. We want to create the ultimate client experience that lifts you up, gives you knowledge and motivates you to rise to the top of your own game.
Position Background
At Booster we are on a mission to get New Zealanders on the financial front-foot.
Growing our reach and delivering an unbeatable customer experience are key to achieving our mission. The Admin Ops Administrator helps the company achieve this goal.
Purpose of Position
The position exists to assist the Admin Ops Team Leaders and Manager in the smooth operation and administration of all Booster products. This currently includes Booster KiwiSaver Scheme, Booster Investment Series, Booster Super Scheme and Booster Insurance.
Reporting Line(s)
The Admin Ops Administrator reports to the Admin Ops Team Leader in the area they are working, which is one of the following:
• Onboarding
• General administration
• Offboarding
Key Objectives/Responsibilities
Your key responsibilities are to ensure a great customer experience whilst processing client and advisers requests. These requests vary depending on the area in which you are working here they are below:
Onboarding
• Loading new client accounts
• Processing transfers-in to the Schemes
• Processing direct debits and deposits
• Answering specific client queries via phone, email
• Responsible for technical tasks including transferred calls
• Product and process subject matter experts.
• Any other ad hoc administration duties as reasonably requested by the company
General Administration
• Processing letters and switches
• Foreign currency conversions
• Answering adviser questions not related to onboarding or offboarding
• Claims and renewals for insurance product
• Dealing with complaints.
• Responsible for technical tasks including transferred calls
• Product and process subject matter experts.
• Answering specific client queries via phone, email
Offboarding
• Loading withdrawals i.e.
partial and full closure withdrawals
• Closing accounts
• Financial hardship/serious illness application processing.
• Responsible for technical tasks including transferred calls
• Product and process subject matter experts.
• Answering specific client queries via phone, email
• Any other ad hoc administration duties as reasonably requested by the company
Person Specification
We’re looking for the following skills and attributes:
• Team player with excellent communication and interpersonal skills
• Exceptional written and verbal communication skills
• High level of accuracy, initiative, and attention to detail
• Ability to operate in a busy environment with multiple priorities and deadlines
• Responds positively to change
• Willingness to perform above and beyond the call of duty
• Ability to work independently with minimal supervision
How to apply
Please submit you application via this seek ad and supply the most recent copy of your CV and a Cover Letter. Applications are open until 28th October.
Working Rights
Please note that to be considered for this position, you must have the legal right to work in New Zealand.
▶️ Admin Ops Administrator
🖊️ Booster Financial Services
📍 Wellington Central