Part-Time Private Wealth Assistant | Client Impact & Admin

Craigs Investment Partners Limited; Gore; On-site; NZD 30,000 - 41,000; Part time

Benefits offered by this job

Comprehensive health insurance

Community Day (paid volunteer day)

Additional week of leave

Leave for various causes (sick, bereav

Parental leave 26 weeks

Long service leave

Health checks and flu vaccines

Savings benefits and insurance rates

Job summary

Craigs Investment Partners Gore is seeking a part-time Private Wealth Assistant (Gore) to support Investment Advisers with essential administrative duties. Based in our Gore office, the role runs Monday to Friday from 10.00am to 3.00pm, handling client files, meeting prep, account openings, and diary management.

You will work closely with top advisers, ensuring data integrity and regulatory compliance while delivering high-quality client service in a friendly, professional environment.

Qualifications

• Experience in administration within financial services is beneficial.
• Familiarity with CRM systems is an advantage.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation for advisers.
• Assist advisers with client meeting preparation and attendance as required.
• Assist clients with account opening requirements.
• Schedule diary and travel arrangements for advisers.
• Conduct due diligence to align with AML policies and procedures.
• Support quarterly portfolio report processes.
• Assist in client function organisation and greet visitors.

Skills

Administration

CRM

Job description

Craigs Investment Partners Gore is seeking a part-time Private Wealth Assistant (Gore) to support Investment Advisers with essential administrative duties. Based in our Gore office, the role runs Monday to Friday from 10.00am to 3.00pm, handling client files, meeting prep, account openings, and diary management.

You will work closely with top advisers, ensuring data integrity and regulatory compliance while delivering high-quality client service in a friendly, professional environment.