Client Services Administrator

Right Choice Finance Limited is an Auckland-based New Zealand financial advice company (FMA-licensed FAP) providing home loan, refinancing, KiwiSaver, and personal insurance advisory services under the “Right Choice Finance” brand.A Client Services Administrator at a mortgage, insurance, or financial advisory firm such as Right Choice Finance typically supports advisers and clients throughout the loan and insurance process. Job Description Common responsibilities include:Managing client records and maintaining CRM databasesPreparing mortgage, insurance, and KiwiSaver application documentsFollowing up with clients, banks, insurers, and lendersScheduling appointments for financial advisersCollecting and verifying supporting documents (ID, income, bank statements, etc.)Tracking application progress and updating clientsHandling phone, email, and front-desk enquiriesAssisting with compliance and regulatory paperworkPreparing reports and administrative support for advisers Skills & QualificationsStrong administration and customer service skillsGood written and verbal communicationMicrosoft Office proficiencyAttention to detail and organizationExperience in banking, insurance, lending, or financial services is advantageousKnowledge of KiwiSaver, mortgages, or insurance products is helpful but often not required for entry-level rolesPay: From $5,000.00 per monthBenefits:

• Child care assistance
• Health insurance
• Housing allowance
• Life insurance
• Professional development assistance
• Visa sponsorship
• Vision insurance

Work Location: In person