We’re looking for a new Client Support person to join our team!
– This position is now filled. We had almost 100 people apply to join our team and we appreciate the time and effort that went into the applications.
We are an established, locally-owned team of financial planners who are passionate about helping people achieve a better financial future. What sets us apart is our commitment to truly getting to know our clients and advising them through every stage of life, ensuring their financial goals are planned out. You can find out more about who you could be working with here.
If you’re efficient, love working with people, and prioritise delivering excellent customer service, this could be the perfect role for you!
As a Client Support team member, you will facilitate smooth and positive client interactions while supporting our advisers. This role focuses on providing support to the mortgage team, with additional responsibilities for assisting the insurance and investment teams.
This role is based in our Richmond Office, right next door to the library with ease of parking to the rear.
Please send your cv and covering letter to kathryn@castletrust.co.nz.
Job role
- Assisting in the management of daily tasks to support advisers with loan applications.
- Friendly and efficient communication with clients throughout the lending process.
- Maintaining client records and ensuring the accuracy of data in our CRM.
- Assisting with preparation of home loan applications. This includes managing the flow of additional documentation, pre-screening documents and ensuring all necessary information is complete.
- Assisting with preparation to submit to lenders completed home loan applications.
- Monitoring the renewal of pre-approval expiries and fixed rate rollovers.
- Checking final loan structures for accuracy and compliance.
- Facilitating cross over between teams within the business.
- Providing support to other administrative staff as necessary.
Employee requirements
- Previous experience is not essential as support and training will be provided. However, experience in the financial or mortgage industry would be beneficial.
- A positive, can-do attitude.
- Excellent organizational skills.
- Attention to detail and ability to maintain accuracy.
- Ability to work effectively both independently and as part of a team.
- Proficiency in using computer applications and willingness to adapt to new technologies.
- Clean criminal conviction check.
Working Conditions
- Client Support staff work in an office environment
- Client Support may be required to work in the early evening to suit the availability of clients. This is uncommon.
Working days and hours
This role requires 25-30 hours per week Monday – Friday with opportunity to increase to full time in future.
