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Investor Relations Officer

Full time Banking and Financial

Job Description

Investor Relations Officer

  • 2x Investor Relations Officer – Wealth Operations

  • Full time, Permanent Role

  • Based at Takutai Square

Mō te Tūranga | About the Role

Looking for a step up from a Contact Centre, Claims, Case Management or Administration role?

We're looking for two Investor Relations Officers to join our Wealth Operations team, supporting Westpac's KiwiSaver and Managed Funds customers.

This is a great opportunity for someone who enjoys solving problems, making decisions, and helping customers through important life events. Whether it's supporting a customer's first home withdrawal, helping someone experiencing financial hardship, or resolving a complex enquiry, you'll play an important role in delivering great customer outcomes.

You'll be joining a team that's supportive, collaborative and committed to delivering great outcomes for our customers every day.

What You'll Be Doing

No two days are exactly the same. Your work will include:

  • Assessing KiwiSaver withdrawal applications, including first home and hardship requests

  • Investigating and resolving customer enquiries and escalations

  • Processing payments and transactions accurately

  • Supporting customers, solicitors and internal teams with information and requests

  • Completing compliance and AML checks

Nā tāu rourou | What will you bring?

You don't need previous KiwiSaver or Wealth experience to be successful in this role.

We're interested in people who:

  • Have experience in a customer-focused role such as Contact Centre, Claims, Banking, Insurance or Administration

  • Enjoy investigating issues and finding solutions

  • Have strong attention to detail and can follow processes confidently

  • Communicate clearly and professionally

  • Can manage their workload and adapt to changing priorities

  • Bring a positive attitude and enjoy working as part of a team

This role offers a great pathway into Wealth Operations and Financial Services, with plenty of opportunities to build specialist knowledge and develop your career.

If you're looking for your next challenge and want to build on your customer service, administration or case management experience, we'd love to hear from you.

Westpac Hei Wāhi Mahi | Working at Westpac
 

As well as immersing yourself in a supportive team environment, you’ll be offered some of the best banking, and lifestyle benefits in the market along with:

  • 4 weeks standard holiday + 5 additional days of wellbeing leave to support you to be your best

  • Additional purchased leave options up to 4 weeks per year

  • Banking benefits, insurance discounts and superannuation scheme

  • Career growth – we promote internal capability; we have programmes that recognise star performers

  • Generous parental leave – and top up government paid parental leave

  • School holiday subsidy - help you balance work and family during school holiday

  • Environmental and community care programmes         

Westpac
About Westpac

At Westpac, we’re working together to build a fairer and stronger New Zealand for our people, customers, and communities. For over 160 years we’ve been driven by our purpose to Create Better Futures Together.

What makes us unique are the incredible people we’re lucky enough to have walk through our doors every day. The giant ‘W’ on our building doesn’t just stand for Westpac – it says, double you. We’re a place that values, rewards and recognises individuality. Where you can be your whole self, your true self, and your best self. We’re recognised as a place where talent is developed, where passions are fuelled and where ambitions of all shapes and sizes thrive. And it all starts with you!

Apply Now