KiwiSaver, Investment and Fire & General Insurance Administrator

Te Aro, Wellington

Tuesday, March 4th 2025, 11:29AM

Location: Te Aro, Wellington
Type of Employment: Client Services (Banking & Financial Services)
Full time

An exciting opportunity has arisen to join our busy Financial Service business as a Fire & General Insurance, KiwiSaver and Investment Administrator, assisting one of our busy Directors with his client base.

This role would be ideal for someone who has experience in any one of these fields previously. We are looking for an outgoing, friendly personality who understands the meaning of great service with a high level of empathy.

Responsibilities include:

Shared reception duties; answering incoming calls, greeting clients and making a cup of coffee or grabbing them a beer.
High volume of client and supplier communication and support via phone and/or email regarding their KiwiSaver, Fire and General Insurance products.
Follow-up of clients, tracking progress of action points set out after their meeting or communications with their Financial Adviser.
Email management.
Data entry, CRM updates & general admin support.

This role will suit someone with the following experience, skills, and qualities:

Previous experience within the Financial Services industry, ideally with KiwiSaver, Investment or Fire and General Insurance.
Outstanding written and verbal communication, being able to communicate well on the phone and email is essential.
Strong sense of initiative, someone who can keep themselves busy when there is the odd bit of downtime.
Excellent time management skills and thrives in a busy working environment.
Someone technically savvy, who can easily learn and adapt to new systems.
Strong knowledge of Microsoft software.
Works well independently whilst still being able to contribute to a team environment.
Having your Level 5 in any of these products is advantageous, but not required for the role.

About the company:

We are a growing Financial Services business who provide a wide range of tailored ﬁnancial products and advice – This includes Mortgage, KiwiSaver, Investment, Fire and General Insurance, Personal Insurance, Financial Planning, Budgeting and Debt Management.

At DUX, we support one another and are looking for someone who would like to grow with us. Hopefully you will be someone who won’t just ‘fit’ our company culture, but who will also add to it.

We believe that a great workplace is built on trust, collaboration, and innovation. Our team thrives in an environment where creativity is celebrated, work-life balance is valued, and personal growth is always encouraged. We foster a supportive and inclusive culture where every voice is heard, and your job title doesn’t represent a hierarchy.

We recognise that work deserves a bit of play, offering a decent spread of food at our longer meetings, team lunches, team building days sometimes over a margarita and lunch, down at the pinball arcade or over a game of minigolf. Best of all, we always do the above during work hours.

Ideally you are based in Wellington, however we may consider an application for the right person if you are based out of the region. For those based in Wellington, we will offer a hybrid week where some work from home will be available once you have had sufficient training and once we are mutually comfortable for you to do so. We have added staff benefits which will be discussed with potential candidates at the interview process.

If you're looking for a place where you can do meaningful work with amazing people, we'd love to meet you! If this sounds like you, please apply with your CV and a covering letter by Monday the 10th of March 2025. Please note that we may look to interview and close this early, should we find our ideal candidate before this time.

Any questions regarding the role before applying? Please email our team at admin@duxfinancial.co.nz

[APPLY HERE]

Tags: Jobline