Fixed Term for Parental Cover (9-12 Months)

About Booster

Booster is a financial services company that’s equipped for our exciting, fast-changing world. Locally owned and operated, Booster is here to help grow New Zealanders’ money and financial confidence, because life is a lot brighter when you’re not left in the dark.

Booster is a team with a refreshingly different mission. We don’t just provide KiwiSaver funds, Investments, and a specialist web-based platform for financial advisers. We want to create the ultimate client experience that lifts you up, gives you knowledge and motivates you to rise to the top of your own game.

Position Background

At Booster we are on a mission to get New Zealanders on the financial front-foot. Growing our reach and delivering an unbeatable customer experience are key to achieving our mission. This role supports that goal by accurately assessing and processing client requests, helping ensure requests are actioned compliantly and clients receive clear guidance through the relevant process.

Purpose of Position

The position exists to assess, process and administer client and adviser requests across Booster products accurately, efficiently and compliantly. This currently includes the Booster KiwiSaver Scheme, Booster Investment Series, Booster SuperScheme, Savvy and our Insurance products.

A key focus of the role is to guide members through the required process, helping them understand what is needed so their request can be progressed and the best possible outcome can be achieved, particularly for financial hardship applications.

Reporting Line(s)

The Admin Ops Administrator reports to the Admin Ops Team Leader in the area they are working, which is divided by product and work type.

Key Objectives/Responsibilities

Your key responsibilities are to assess and accurately process client requests, ensuring each request is handled in line with Booster’s processes, product rules and compliance requirements. This includes reviewing information and documentation, identifying what is needed to progress a request, communicating clearly with clients, members and advisers, and supporting clients through the process to achieve the best possible outcome. Requests vary depending on the area in which you are working:

Client Onboarding and Maintenance

• Loading new client accounts
• Processing transfers-in to the Schemes
• Processing direct debits and deposits
• Answering specific client and adviser queries via phone
• Responsible for technical tasks including transferred calls and complex queries
• Product and process subject matter experts
• Processing letters and switches
• Premiums and renewals for insurance product
• Dealing with complaints
• Any other ad hoc administration duties as reasonably requested by the company

Withdrawals teams

• Financial hardship/serious illness application processing – all withdrawals teams process KiwiSaver financial hardship applications. This includes collecting and reviewing the information, assessing whether the application meets the relevant criteria, confirming if the required documentation has been received, communicating clearly. Communicating with the member about what is needed, and progressing the application through to the Scheme Supervisor for approval. The role helps guide members through what can be a complex and sensitive process, with the aim of achieving the best possible outcome while meeting Booster’s compliance obligations.
• Loading withdrawals i.e. partial and full closure withdrawals
• Closing accounts
• Insurance claims
• Responsible for technical tasks including transferred calls
• Product and process subject matter experts.
• Answering specific client or adviser queries via phone, email
• Any other ad hoc administration duties as reasonably requested by the company

Person Specification

We’re looking for the following skills and attributes:

• Team player with excellent communication and interpersonal skills
• Exceptional written and verbal communication skills
• High level of accuracy, initiative, and attention to detail
• Ability to operate in a busy environment with multiple priorities and deadlines
• Responds positively to change
• Willingness to perform above and beyond the call of duty
• Ability to work independently with minimal supervision

How To Apply

All interested candidates must apply via this Seek advert. Applications close 6 September. To be considered for this position, applicants MUST have the legal right to work in New Zealand.