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Convergence

Quality Assurance Assistant l Leading Fund Manager

  • Posted 3d ago
  • Hybrid
  • Full Time
Location

Auckland

Job Description

Join Milford’s dynamic team as a Quality Assurance Assistant and play a vital role in ensuring a smooth onboarding process for clients.

About Milford:

Milford is a highly regarded investment management business with a strong presence in New Zealand and Australia. They are committed to being a leader in the wealth management sector, earning the trust and loyalty of clients, staff, and shareholders. As part of "The Milford Way" culture, they value collaboration, innovation, and excellence in everything they do.

What to Expect:

Due to the continued growth and success of Milford, this is a newly created role. As the Quality Assurance Assistant you will deal with internal stakeholders in the investor services and wealth management teams. You will also gain exposure to other regulatory requirements such as tax, privacy and record-keeping. This role offers excellent long-term career development opportunities within one of our most highly regarded fund managers.

Key Responsibilities:

  • Review and analyse customer profiles and transaction data to ensure compliance
  • Ensure client records are maintained accurately and up-to-date in compliance with regulatory requirements
  • Analyse new and existing client requests to assess risk and determine necessary actions
  • Assist with queries from the client facing teams
  • Collaborate with specialist associates to escalate suspicious activity for further investigation
  • Raise concerns or suggest potential improvements to the manager for consideration


Key to Success in the role:

  • Ideally, you will have experience in services/operational support within the financial services industry.
  • Critical to the role is a high level of attention to detail, and exposure to AML is highly advantageous
  • You should possess a demonstrable ability to handle significant volumes of information and retain and process this information accurately and in a timely manner.
  • You must be an excellent communicator as this role will require you to work collaboratively with the wider business.


Why you will love working at Milford:

  • Milford offers a fantastic working culture where you will be supported in your development
  • Health Insurance via Southern Cross
  • Life Insurance
  • Hybrid working arrangements available


Join Milford and contribute to their mission of delivering exceptional service to clients while maintaining the highest standards of compliance.

Hard Skills Required

  • Compliance Review
  • Data Analysis
  • AML Knowledge
  • Record-Keeping
  • Risk Assessment

Soft Skills Required

  • Attention to Detail
  • Communication
  • Collaboration
  • Problem-Solving
  • Time Management

Job Schedule

  • Shift Work
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