Part-Time Private Wealth Assistant – Client-Focused Admin

Craigs Investment Partners; Gore; On-site; NZD 30,000 - 47,000; Part time

Benefits offered by this job

Health insurance

Community Day (paid)

Additional leave

Parental leave

Long service leave

Health check and vaccinations

Savings benefits

Job summary

Craigs Investment Partners in Gore is seeking a part-time Private Wealth Assistant to provide essential admin support to Investment Advisers and ensure a professional client-first impression. Based in the Gore office, hours are Monday to Friday, 10:00–3:00.

The role covers report preparation, file management, client meeting prep, AML checks, and travel coordination. The ideal candidate has solid admin experience, is proficient in Outlook, Word and Excel; CRM experience and financial services

Qualifications

• Sound administration experience.
• Proficiency with Microsoft Outlook, Word and Excel.
• CRM experience is advantageous but not essential.
• At least one year in financial services preferred.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and supporting documentation.
• Assist Advisers with client meeting preparation and attendance.
• Assist clients with account opening requirements.
• Manage diary and travel arrangements for Advisers.
• Perform AML/compliance related checks and updates.
• Support quarterly portfolio report processes.
• Assist in organizing client events as needed.
• Greet visitors and answer phones in a courteous manner.

Skills

Administration

Outlook

Word

Excel

CRM experience

Tools

CRM

Job description

Craigs Investment Partners in Gore is seeking a part-time Private Wealth Assistant to provide essential admin support to Investment Advisers and ensure a professional client-first impression. Based in the Gore office, hours are Monday to Friday, 10:00–3:00.

The role covers report preparation, file management, client meeting prep, AML checks, and travel coordination. The ideal candidate has solid admin experience, is proficient in Outlook, Word and Excel; CRM experience and financial services