Overview

Our client is looking for an Administrative and Customer Support to join a financial services company specializing in mortgage advice and personal risk insurance. In this remote role, you will support financial advisors with key data entry, client meeting coordination, commission statement management, and basic document preparation using existing templates. You will play a vital role in maintaining the company's client-focused model by handling 4-5 outbound calls per day, routine client communications, and updating internal systems.

Schedule:

• Mon-Fri 8:30 am - 4:30 pm New Zealand Standard Time (40 hours per week)

Responsibilities

• Update commission statements from insurance providers across all internal systems through regular data entry.
• Organize and schedule annual client review meetings and prepare all necessary documentation.
• Create and update client documents using pre-existing Word document templates.
• Process updates to client direct debit details and manage administrative requests.
• Obtain insurance quotes for clients by accessing multiple insurance company portals using provided login credentials.
• Handle basic client communication including email correspondence and limited phone outreach.

Requirements

• Proven experience in administrative support or data entry roles.
• Strong attention to detail and accuracy when managing financial data and client records.
• Excellent written and verbal communication skills for client interaction.
• Proficiency with online CRM systems and web-based platforms.
• Ability to follow detailed instruction manuals and standard operating procedures.

Nice-to-Have Requirements

• Experience in the financial services or insurance industry
• Familiarity with commission processing or client relationship management systems

Independent Contractor Perks

• Permanent work from home
• Immediate hiring
• Health Insurance Coverage for eligible locations

Note

Please click the "APPLY" button to complete your application, including the assessment questions, technical check, and voice recording. Your hourly pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

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