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This is a featured job

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

Registry Officer

at Caruso Software Limited

This is a Full time job

Auckland CBD, Auckland
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
subClassification: Corporate Finance & Investment BankingCorporate Finance & Investment Banking
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
Listed one day ago

Service Delivery Associate

at Milford Asset Management

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
  • Join a leading New Zealand investment management brand
  • Engage with the business to deliver outstanding results
  • Challenging and rewarding role with lots of variety
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
Great opportunity to be the go-to person for service delivery support and grow your career at Milford.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty seven days ago

Financial Adviser - Entry Level

at Enva Financial
Expiring soon

This is a Full time job

Auckland CBD, Auckland
$60,000 + Regular bonuses
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
Exciting, fast-paced role where we train and equip entry level Financial Advisers to earn well and set them up for future leadership opportunities
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed eleven days ago

KYC & Client Operations Coordinator

at SNB Finance Holdings Limited

This is a Full time job

Auckland CBD, Auckland
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
  • Hands-on KYC onboarding experience in a regulated brokerage
  • Exposure to screening tools (e.g. Dow Jones) and risk assessment
  • Clear pathway into AML, compliance or operations roles
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
Join a growing online brokerage and gain hands-on experience in KYC onboarding and client operations. Immediate start preferred.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed eleven days ago

Operation Assistant

at Industrial and Commercial Bank of China (New Zealand) Ltd

This is a Full time job

Auckland CBD, Auckland
  • Outstanding team culture where staff produce excellent results
  • A fantastic opportunity to join an international famous Bank
  • Medical Insurance, EAP, Friday food&drinks, social events, cultural celebrations
  • Outstanding team culture where staff produce excellent results
  • A fantastic opportunity to join an international famous Bank
  • Medical Insurance, EAP, Friday food&drinks, social events, cultural celebrations
Great opportunity to work as Operation Assistant in Corporate & Institutional Banking Department
Great opportunity to work as Operation Assistant in Corporate & Institutional Banking Department
subClassification: Banking - Corporate & InstitutionalBanking - Corporate & Institutional
classification: Banking & Financial Services(Banking & Financial Services)
11d ago
11d ago
Listed seven days ago

Client Services Specialist

at Haven Advisers

This is a Full time job

Eden Terrace, Auckland
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
To support our growing team, we need a friendly, efficient, and dedicated Client Services Specialist like you!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed one day ago

Analyst Specialised Business Services

at Westpac New Zealand Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Competitive salary + banking benefits
  • Competitive salary + range of leading employee benefits
  • Centrally located Britomart office + WFH available
  • 5 days well-being leave on top of annual leave
  • Competitive salary + range of leading employee benefits
  • Centrally located Britomart office + WFH available
  • 5 days well-being leave on top of annual leave
Big 4/CA professionals: bring your financial expertise into complex corporate banking with hybrid work, strong benefits and meaningful impact.
Big 4/CA professionals: bring your financial expertise into complex corporate banking with hybrid work, strong benefits and meaningful impact.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty one days ago

Settlements Officer - Retirement Villages

at Guardian Trust.

This is a Full time job

Auckland CBD, Auckland
  • Benefits include medical and life, TPD and income protection insurance
  • Professional team passionate about providing outstanding services to our clients
  • Opportunity to work in a hybrid model - home and office
  • Benefits include medical and life, TPD and income protection insurance
  • Professional team passionate about providing outstanding services to our clients
  • Opportunity to work in a hybrid model - home and office
Seeking a proactive and detail orientated settlements officer to join our professional and hardworking Retirement Villages Settlements Team.
Seeking a proactive and detail orientated settlements officer to join our professional and hardworking Retirement Villages Settlements Team.
subClassification: SettlementsSettlements
classification: Banking & Financial Services(Banking & Financial Services)
21d ago
21d ago
Listed twenty two days ago

Financial Analyst - Supervision and Compliance

at Guardian Trust.

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Benefits include medical, life insurance and income protection insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
  • Benefits include medical, life insurance and income protection insurance
  • Professional team passionate about providing outstanding services to our clients
  • Includes 1 Volunteer Leave Day and 1 Celebration Day per annum
Seeking a strong financial analyst with compliance and fund management experience.
Seeking a strong financial analyst with compliance and fund management experience.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed eight hours ago

Investment Adviser

at Gallagher Benefit Services NZ Ltd

This is a Full time job

Auckland CBD, Auckland(Hybrid)
  • Join a global, well-established organisation with a strong local community focus
  • We are an industry leader with a clear focus on career development & mentoring
  • Modern offices centrally located in Auckland CBD
  • Join a global, well-established organisation with a strong local community focus
  • We are an industry leader with a clear focus on career development & mentoring
  • Modern offices centrally located in Auckland CBD
Gallagher Benefits Services (t/a First Capital Financial Services), provides tailored insurance solutions, private wealth, and employee benefits.
Gallagher Benefits Services (t/a First Capital Financial Services), provides tailored insurance solutions, private wealth, and employee benefits.
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
8h ago
8h ago
Listed one day ago

Financial Adviser - Enter the industry!

at Enva Financial

This is a Full time job

Christchurch Central, Canterbury
$60,000 + Regular bonuses
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
  • Full training provided to set you up in a financial advisory career
  • Excellent referrals and lead generation system to bring the clients to you
  • Career progression pathways that move Advisors into leadership opportunities
Fast paced role with a commitment to helping people join the industry
Fast paced role with a commitment to helping people join the industry
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed eight days ago

Operations Analyst

at Mint Asset Management Limited

This is a Full time job

Auckland CBD, Auckland(Hybrid)
An exciting opportunity to join the Operations Team at Mint and help drive a successful back office, whilst supporting the front office with ESG.
An exciting opportunity to join the Operations Team at Mint and help drive a successful back office, whilst supporting the front office with ESG.
subClassification: Analysis & ReportingAnalysis & Reporting
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed five days ago

Banking Assistant

at Kiwibank
Expiring soon

This is a Full time job

Glenfield, Auckland
  • Join an iconic Kiwi organisation to grow your career in banking
  • Excellent staff benefits including 4 wellbeing days
  • Develop a range of relationships with our Kiwibank customers
  • Join an iconic Kiwi organisation to grow your career in banking
  • Excellent staff benefits including 4 wellbeing days
  • Develop a range of relationships with our Kiwibank customers
Creating standout branch experiences by supporting customers with daily banking and helping them move closer to their financial goals
Creating standout branch experiences by supporting customers with daily banking and helping them move closer to their financial goals
subClassification: Banking - Retail/BranchBanking - Retail/Branch
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
Listed six days ago

Registry Officer

at Caruso Software Limited

This is a Full time job

Auckland CBD, Auckland
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
Play a critical role in managing investor onboarding, registry maintenance, and capital activity execution for a portfolio of private market funds.
subClassification: Corporate Finance & Investment BankingCorporate Finance & Investment Banking
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed seven days ago

Client Manager (Tauranga)

at Perpetual Guardian

This is a Full time job

Tauranga Central, Bay of Plenty
Medical and Life insurance package included
  • Medical and Life Insurance
  • Learn about inter-generational wealth on the job!
  • Be part of a supportive, purpose-driven team
  • Medical and Life Insurance
  • Learn about inter-generational wealth on the job!
  • Be part of a supportive, purpose-driven team
Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory
Exciting opportunity to join NZs leading provider in Estate Planning, Family Office and Investment Advisory
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed twenty eight days ago

Advice and Compliance Support

at The Adviser Platform
Expiring soon

This is a Full time job

Eden Terrace, Auckland
  • Join a supportive team with extensive experience in financial advice
  • Career development opportunity
  • Great office culture and perks
  • Join a supportive team with extensive experience in financial advice
  • Career development opportunity
  • Great office culture and perks
Join us as a Advice & Compliance Support! Ensure NZ financial advisers thrive with top-notch compliance support and grow in a supportive team.
Join us as a Advice & Compliance Support! Ensure NZ financial advisers thrive with top-notch compliance support and grow in a supportive team.
subClassification: Compliance & RiskCompliance & Risk
classification: Banking & Financial Services(Banking & Financial Services)
28d ago
28d ago
Listed four days ago

Collections & Customer Support

at MTF Finance Mt Eden

This is a Full time job

Mount Eden, Auckland
  • Entry-level finance role with full training and support
  • Help customers with fair, practical, solution-focused outcomes
  • Supportive Mt Eden team with real career growth opportunities
  • Entry-level finance role with full training and support
  • Help customers with fair, practical, solution-focused outcomes
  • Supportive Mt Eden team with real career growth opportunities
Help customers find fair solutions while building your finance career with MTF Finance Mt Eden
Help customers find fair solutions while building your finance career with MTF Finance Mt Eden
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
4d ago
4d ago
Listed twenty seven days ago

Onboarding Specialist

at AMLHUB Limited
Expiring soon

This is a Full time job

Newmarket, Auckland(Hybrid)
$70,000 – $80,000 per year
Seamless client onboarding in AML compliance. Competitive salary, career growth, benefits.
Seamless client onboarding in AML compliance. Competitive salary, career growth, benefits.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
27d ago
27d ago
Listed six days ago

Mortgage Adviser - Entry or Experience

at Invicta Financial

This is a Full time job

Auckland CBD, Auckland(Hybrid)
$80,000 – $120,000(building to $150k+ yr3 + Trail)
  • Base or retainer. Uncapped bonus. Documented equity pathway.
  • Admin, CRM, and compliance handled. You stay client-facing.
  • Base or retainer. Uncapped bonus. Documented equity pathway.
  • Admin, CRM, and compliance handled. You stay client-facing.
Build Your Mortgage Career With One of NZ's Fastest Growing Financial Groups Real leads. Real support. Real upside.
Build Your Mortgage Career With One of NZ's Fastest Growing Financial Groups Real leads. Real support. Real upside.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed two hours ago

Mortgage Adviser Support / Loan Writer

at NetYourJob
Be an early applicant

This is a Full time job

Papanui, Canterbury
Loan Market Agile
  • Exciting entry level opportunity to start your finance career
  • Previous retail experience or administration experience?
  • Great can-do attitude with a good sense of humour?
  • Exciting entry level opportunity to start your finance career
  • Previous retail experience or administration experience?
  • Great can-do attitude with a good sense of humour?
An exciting opportunity has become available for a Mortgage Adviser Support / Loan Writer to join an established Loan & Insurance Market business.
An exciting opportunity has become available for a Mortgage Adviser Support / Loan Writer to join an established Loan & Insurance Market business.
subClassification: MortgagesMortgages
classification: Banking & Financial Services(Banking & Financial Services)
2h ago
2h ago
Listed four hours ago

Financial Services Analyst

at Figured
Be an early applicant

This is a Full time job

Auckland CBD, Auckland(Hybrid)
Salary, health cover and 25-days leave
For the agri-banker or accountant who's been quietly thinking there has to be a better way
For the agri-banker or accountant who's been quietly thinking there has to be a better way
subClassification: Account & Relationship ManagementAccount & Relationship Management
classification: Banking & Financial Services(Banking & Financial Services)
4h ago
4h ago
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