Personal Client Operations Officer Guardian Trust has been serving

Personal Client Operations Officer
Guardian Trust has been serving New Zealanders for generations and is a market leader in trusts, estates and
wealth management. We are one of New Zealand’s foremost trustee companies in asset management and
protection, providing wide-ranging advice and expertise in areas including estate planning, investments and
personal trusts.
The Personal Client Operations and Registry Team provide first class service delivery and administration
support for a number of internal and external business units. To ensure we maintain the quality and level of
service offered to our customers, we are looking for a new Personal Client Operations Officer, specialising in
corporate actions, to work within our team.
As part of the Personal Client Operations and Registry Team you will take pride in providing professional,
effective and efficient administrative support services to your internal and external clients, Team Leader and
the team.
Your day will be filled with a variety of administrative duties including:
Processing of corporate actions
Processing of income receipts
Processing of security transfers for investment products
Complete daily banking roles using internal and external banking systems
Supporting our branch network with any administrative requests
Assisting with projects
To be successful in this role you will:
Have a strong understanding of international and domestic corporate actions
Have a strong understanding of administrative processes
Be a fast learner who shows initiative and strong problem solving skills
Be enthusiastic, positive and have a proven ability to work within a team environment
Have excellent verbal and written communications skills
You will need a high level of professionalism with a minimum of 2 years experience in a corporate actions role
within a trustee, bank or complex funds management environment. You will have excellent computer skills
with strong time management and organisational skills.
If you would like to work for an organisation that values its people and provides a supportive environment to
work in, please forward your CV and covering letter to:
People & Development Coordinator
The closing date is 16th October 2013