Job Description
Investor Services - Simplicity NZ, Takapuna
Simplicity NZ Ltd–Takapuna, North Island
Full time
About 6 hours ago, from seek.co.nz
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About Simplicity
Simplicity is one of the country’s fastest-growing KiwiSaver providers, managing close to $7 billion in savings and investments.
From our humble roots as a kitchen table start-up in Devonport in 2016, Simplicity now has almost 160,000 members, acquired mostly by word of mouth. Our members love us, and we love them %)
We are one of six KiwiSaver default providers. As a non-profit social enterprise, Simplicity has a unique model that charges super low fees and supports charity.
We exist to make our members wealthier and to do good. With 15% of management fees going to charity, the Simplicity Foundation has given away more than $8.8 million to date to support charities that benefit New Zealanders, and NZ natural resources, at risk.
We are also growing our investment into low-cost 1st Home mortgages for our members and developing affordable long term rental housing through our related entity, Simplicity Living.
We have plans to grow our range of innovative investments, wherever possible making a positive social impact. We are only as good as our people and our team are all dedicated, passionate about our mission, and love working in a flexible, collaborative, empowering and dynamic environment.
The Role
Simplicity (NZ) Ltd offers award-winning customer service and we need to grow our amazing team.
The Investor Services team is the heart of our business where we offer customer service excellence taking care our members and their investments. The team ensures operational tasks are completed to a high and compliant standard and communicates on a daily basis with our members in relation to their accounts.
This role would suit candidates looking for a future in customer services and finance. This is a newly created entry-mid level role for someone who is keen to learn. Our ideal candidate needs to feel comfortable conversing with our members on the telephone in an open plan office and liaising with our members by email throughout the day. This role may suit a recent university graduate who has 2-3 years of work experience at a bank or in financial services. If this sounds like you, I would love to see your application on Seek with a great cover letter.
What will we do for you?
We have a great team culture working from our inspiring mid-century styled Takapuna office with sea views overlooking the Waitemata Harbour. We offer a good remuneration package with a fair pay philosophy, 10% KiwiSaver employer contributions, 6 weeks annual leave and free public transport, plus many benefits for staff well-being, training and team culture. And we provide lunch, supporting local eateries one day a week when we are all in the office together. It really is a great place to work %.
The responsibilities of the role include:
Onboarding KiwiSaver and Investment Fund applications
Processing Investment Fund and all variations of KiwiSaver withdrawals
Answering member queries via email 50%
Answering member queries via phone 50%
Overseeing the banking process for incoming deposits.
Liaising with our Tech team and Communications team in relation to the member experience
You’ll also be expected to gain an understanding of Simplicity’s funds and look for ways to improve operational efficiency.
The key to your success in our team will be your:
Ability to work collaboratively within a small team
Initiative and drive to learn and find solutions
Strong written and verbal communication skills
High degree of empathy and resilience
Reliability
Honesty and integrity
Willingness to learn and pick up processes well with accuracy
Being proactive
Hardworking as well as going above and beyond
Desire to stay long term with us
Proven prior job stability
Align with our mission and values
All training will be provided and well as ongoing support
Location: Takapuna office and work from home one day per week when training is completed.
Hours of work: Mon to Fri 40 hours per week.
How to Apply
Please apply on Seek with both your CV and more importantly a Cover Letter explaining why you would like to work for us and why you think you would suit this role.
Only those who provide a cover letter and who are invited for an interview will be contacted.
You must have NZ citizenship, residency or a valid long term (3 years min) NZ work visa.
Simplicity NZ Ltd–Takapuna, North Island
Full time
About 6 hours ago, from seek.co.nz
View or apply for job
Open in new tab
About Simplicity
Simplicity is one of the country’s fastest-growing KiwiSaver providers, managing close to $7 billion in savings and investments.
From our humble roots as a kitchen table start-up in Devonport in 2016, Simplicity now has almost 160,000 members, acquired mostly by word of mouth. Our members love us, and we love them %)
We are one of six KiwiSaver default providers. As a non-profit social enterprise, Simplicity has a unique model that charges super low fees and supports charity.
We exist to make our members wealthier and to do good. With 15% of management fees going to charity, the Simplicity Foundation has given away more than $8.8 million to date to support charities that benefit New Zealanders, and NZ natural resources, at risk.
We are also growing our investment into low-cost 1st Home mortgages for our members and developing affordable long term rental housing through our related entity, Simplicity Living.
We have plans to grow our range of innovative investments, wherever possible making a positive social impact. We are only as good as our people and our team are all dedicated, passionate about our mission, and love working in a flexible, collaborative, empowering and dynamic environment.
The Role
Simplicity (NZ) Ltd offers award-winning customer service and we need to grow our amazing team.
The Investor Services team is the heart of our business where we offer customer service excellence taking care our members and their investments. The team ensures operational tasks are completed to a high and compliant standard and communicates on a daily basis with our members in relation to their accounts.
This role would suit candidates looking for a future in customer services and finance. This is a newly created entry-mid level role for someone who is keen to learn. Our ideal candidate needs to feel comfortable conversing with our members on the telephone in an open plan office and liaising with our members by email throughout the day. This role may suit a recent university graduate who has 2-3 years of work experience at a bank or in financial services. If this sounds like you, I would love to see your application on Seek with a great cover letter.
What will we do for you?
We have a great team culture working from our inspiring mid-century styled Takapuna office with sea views overlooking the Waitemata Harbour. We offer a good remuneration package with a fair pay philosophy, 10% KiwiSaver employer contributions, 6 weeks annual leave and free public transport, plus many benefits for staff well-being, training and team culture. And we provide lunch, supporting local eateries one day a week when we are all in the office together. It really is a great place to work %.
The responsibilities of the role include:
Onboarding KiwiSaver and Investment Fund applications
Processing Investment Fund and all variations of KiwiSaver withdrawals
Answering member queries via email 50%
Answering member queries via phone 50%
Overseeing the banking process for incoming deposits.
Liaising with our Tech team and Communications team in relation to the member experience
You’ll also be expected to gain an understanding of Simplicity’s funds and look for ways to improve operational efficiency.
The key to your success in our team will be your:
Ability to work collaboratively within a small team
Initiative and drive to learn and find solutions
Strong written and verbal communication skills
High degree of empathy and resilience
Reliability
Honesty and integrity
Willingness to learn and pick up processes well with accuracy
Being proactive
Hardworking as well as going above and beyond
Desire to stay long term with us
Proven prior job stability
Align with our mission and values
All training will be provided and well as ongoing support
Location: Takapuna office and work from home one day per week when training is completed.
Hours of work: Mon to Fri 40 hours per week.
How to Apply
Please apply on Seek with both your CV and more importantly a Cover Letter explaining why you would like to work for us and why you think you would suit this role.
Only those who provide a cover letter and who are invited for an interview will be contacted.
You must have NZ citizenship, residency or a valid long term (3 years min) NZ work visa.
💡 Quick Summary
Seeking a career-building opportunity? The Investor Services | Simplicity NZ| Takapuna position is now open for candidates interested in the Work from home Jobs sector. This role in Takahiwai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.
