Private Wealth Assistant: Admin Support for Advisors

Craigs Investment Partners; Gisborne; On-site; NZD 52,000 - 64,000; Full time

Benefits offered by this job

Comprehensive health insurance

Craigs Community Day (paid volunteer)

Additional week of leave

Sick, bereavement, and family violence

Parental leave 26 weeks

Long service leave

Annual health check and flu vaccines

Flexible work options

Savings benefits and preferential ins.

Job summary

Craigs Investment Partners’ Gisborne team is seeking a professional Private Wealth Assistant to provide high-quality administrative support to Investment Advisers, manage client files, and ensure compliance with CIP policies. Based in Gisborne, the role is full-time, 8:30am–5:00pm, Monday to Friday.

You will help prepare reports, manage data, and keep client information up to date. The ideal candidate has at least one year of experience in financial services and is proficient with Outlook, Word

Qualifications

• At least 1 year of relevant experience in a financial services environment.
• Proficiency with Microsoft Outlook, Word and Excel.
• Experience with CRM systems is beneficial.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation.
• Assist Advisers with client meeting prep and attendance.
• Assist clients with account opening requirements.
• Manage diary and travel arrangements for Advisers.
• Ensure AML/compliance procedures are followed.
• Support quarterly portfolio report process.
• Assist in client event organisation.

Skills

Financial services knowledge

Administrative support

Client communication

Tools

CRM systems

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Craigs Investment Partners’ Gisborne team is seeking a professional Private Wealth Assistant to provide high-quality administrative support to Investment Advisers, manage client files, and ensure compliance with CIP policies. Based in Gisborne, the role is full-time, 8:30am–5:00pm, Monday to Friday.

You will help prepare reports, manage data, and keep client information up to date. The ideal candidate has at least one year of experience in financial services and is proficient with Outlook, Word