Private Wealth Assistant: Admin Support for Advisors

Qjumpers; Waikato; On-site; NZD 45,000 - 60,000; Full time

Benefits offered by this job

Community Day

Extra leave

Parental leave

Long service leave

Health check

Savings benefits

Job summary

Craigs Investment Partners, Hamilton, is seeking a Private Wealth Assistant to provide high‑quality administrative support to Investment Advisers. This full‑time, permanent role runs 8:30am–5:00pm, Monday to Friday, based in our Hamilton office in Waikato.

You’ll manage client files, prepare reports, assist with client meetings, AML compliance, and travel arrangements as required. The ideal candidate will have at least one year in financial services, strong Outlook/Word/Excel skills, CRM

Qualifications

• CRM experience beneficial
• Microsoft Outlook knowledge
• Word and Excel proficiency

Responsibilities

• Prepare correspondence and documents for Investment Advisers
• Maintain and organize client files and documentation
• Assist Advisers with client meeting preparation and attendance
• Assist clients with account opening requirements
• Manage calendars and travel for Advisers
• Conduct AML due diligence aligned with policies
• Support quarterly portfolio report processes
• Organise client functions as needed
• Greet visitors warmly

Job description

Craigs Investment Partners, Hamilton, is seeking a Private Wealth Assistant to provide high‑quality administrative support to Investment Advisers. This full‑time, permanent role runs 8:30am–5:00pm, Monday to Friday, based in our Hamilton office in Waikato.

You’ll manage client files, prepare reports, assist with client meetings, AML compliance, and travel arrangements as required. The ideal candidate will have at least one year in financial services, strong Outlook/Word/Excel skills, CRM