Accounting, Finance & Financial Services

Customer Finance Agent

Job Title: Customer Finance Agent
Contract Type: Permanent Recruitment
Contact Email:
Job Published: 19 days ago
  • Permanent Role, Wellington CBD Based
  • $60-65,000 per annum
  • Private Sector, Growing Company

I am currently recruiting for an exciting role, with a private sector company focussed around Financial administration and client relations. This organisation is growing quickly and is looking for driven, positive people to join the team and enhance their skillsets around Finance.

Duties Include:

  • Working with IRD and ACC to resolve issues on behalf of clients
  • Onboarding new customers, conducting AML checks and ensuring data integrity
  • Working with stakeholders to ensure accuracy and efficiency of the provision of financial information
  • Reconciliation of payments and transaction data
  • Processing tax returns
  • Provide second line customer support, conduct follow-up calls and various email communications
  • Provide feedback to Management on opportunities to improve business processes and automation

Desired Experience:

  • We are looking for a self-starter, who has plenty of iniative, asks questions and is driven to learn
  • Excellent people skills, can hold professional conversation and a collaborative working style
  • Strong technical aptitude, with an ability to pick up new CRM systems with ease, Intermediate level MS Excel skills
  • Financial literacy, with a basic understanding of NZ tax obligations for individuals
  • Previous experience in a Financial Administration role, banking or customer facing role (2 preferred)

If you are interested - please APPLY NOW!

Or email;

Ref No: 112215