Right Choice Finance Limited is an Auckland-based New Zealand financial advice company (FMA-licensed FAP) providing home loan, refinancing, KiwiSaver, and personal insurance advisory services under the “Right Choice Finance” brand.

A Client Services Administrator at a mortgage, insurance, or financial advisory firm such as Right Choice Finance typically supports advisers and clients throughout the loan and insurance process.

Job Description

Common responsibilities include:

Managing client records and maintaining CRM databases

Preparing mortgage, insurance, and KiwiSaver application documents

Following up with clients, banks, insurers, and lenders

Scheduling appointments for financial advisers

Collecting and verifying supporting documents (ID, income, bank statements, etc.)

Tracking application progress and updating clients

Handling phone, email, and front-desk enquiries

Assisting with compliance and regulatory paperwork

Preparing reports and administrative support for advisers

Skills & Qualifications

Strong administration and customer service skills

Good written and verbal communication

Microsoft Office proficiency

Attention to detail and organization

Experience in banking, insurance, lending, or financial services is advantageous

Knowledge of KiwiSaver, mortgages, or insurance products is helpful but often not required for entry-level roles

Pay: From $5,000.00 per month

Benefits:

• Child care assistance
• Health insurance
• Housing allowance
• Life insurance
• Professional development assistance
• Visa sponsorship
• Vision insurance

Work Location: In person