Private Wealth Admin Assistant – Client Onboarding & Support

Qjumpers; Queenstown; On-site; NZD 60,000 - 80,000; Full time

Benefits offered by this job

Community Day

Additional leave

Parental leave

Long service leave

Health check & flu vaccinations

Savings benefits & preferential rates

Job summary

Craigs Investment Partners in Wanaka seeks a Private Wealth Assistant to provide high-quality administrative support to Investment Advisers. The role focuses on onboarding clients, preparing reports, and maintaining files while staying aligned with CIP policies and AML procedures.

The ideal candidate has strong administration skills, familiarity with Outlook/Word/Excel, and CRM experience is advantageous. Experience in financial services is preferred but not essential, with a friendly,

Qualifications

• Sound administration experience required.
• Ideally 1+ year in a financial services environment.
• Familiarity with Outlook, Word and Excel; CRM experience is an advantage.

Responsibilities

• Assist with onboarding of clients to deliver smooth first experiences.
• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and ensure regulatory/compliance requirements are met (AML/GIPs).
• Assist Advisers with client meeting preparation and attendance.
• Support account opening requirements and related documentation.
• Manage diary and travel arrangements for Investment Advisers.
• Support quarterly portfolio report processes and client function logistics.

Skills

Administration

CRM

Outlook

Word

Excel

Job description

Craigs Investment Partners in Wanaka seeks a Private Wealth Assistant to provide high-quality administrative support to Investment Advisers. The role focuses on onboarding clients, preparing reports, and maintaining files while staying aligned with CIP policies and AML procedures.

The ideal candidate has strong administration skills, familiarity with Outlook/Word/Excel, and CRM experience is advantageous. Experience in financial services is preferred but not essential, with a friendly,