Investment Administrator

Summary about this job

Detail information about job Investment Administrator. Terms and conditions vacancy

• Opportunity to work in a fast-growing, innovative company
• Supportive and positive team with a vibrant and supportive culture
• Newly created role

Why you should work with us

Lifetime Retirement Income is the first and only company in New Zealand to offer retirees an income for life. We help people aged 60+ turn their retirement savings into a fortnightly income that's insured and guaranteed to last the rest of their life, no matter how long they live.

We're a small company based in central Wellington and we're growing quickly.  As the only company in New Zealand that can offer retirees a guaranteed income for life, we've assembled a great team including former Deputy Prime Minister, Sir Michael Cullen, former Retirement Commissioner, Diana Crossan, and well-known Financial Commentator, Martin Hawes.

Lifetime is a stimulating place to work, and you'll learn about both asset management and insurance. Retirement is one of the fastest growing industries in the developed world, so this is a unique opportunity to become part of it. No other company in New Zealand can do what we do.

We work hard and celebrate a lot too.  Our team has decades of experience in financial services, so you'll be learning from some of the best in the industry.

The Role

This is a newly created role designed to administer our new 'unit-linked' insurance and investment products.  Unit-linked insurance products give investors both insurance and investment under a single integrated policy. This position will involve:

• keeping our customer records accurate and up to date
• organise all payments to our unit-linked customers' (accounts payable and electronic settlements)
• Responsible for managing complex enquires and calculations
• reconciliation of investments and financial transactions related unit-linked customers
• investment report (internal and external)
• Unit pricing processing
• understand our customers and look after the things they cherish by providing them with the right solutions at the right time

What are we looking for?

We're looking for an intelligent, hard-working individual who wants hands-on work in the one of most innovative financial services company in New Zealand.

Ideally you will have some or all of the following skills and experience:

• experience in the financial or insurance services industry
• an aptitude for figures with experience entering financial data
• advanced computer skills including MS Office
• excellent verbal and communication skills
• willingness to learn in a fast-paced and rapidly-changing work environment
• previous experience in in sales and service delivery roles is preferred but not essential
• a tertiary level qualification, ideally in finance, accounting, economics, or business
• willingness to roll your sleeves up, proactively get involved, and get the job done!

We would also be interested in receiving applications from recent university graduates looking for their first professional role. 

Talk to us now about how we can work together on your next role giving you a chance to be part of an innovative financial services company  with a vibrant and supportive culture. 

APPLY now by clicking the apply button!  The close date is 5.00 pm on 20 July 2018.

If you have any questions please call Mark Davis  021 570 488 for a confidential chat or email [email protected]

Applications will only be accepted from candidates who have the appropriate approval to work in New Zealand. Successful applicants will be required to complete background check prior to commencement of employment.