Private Wealth Assistant - Blenheim

Craigs Investment Partners; Blenheim; On-site; NZD 50,000 - 70,000; Full time

Benefits offered by this job

Community Day

Additional leave

Sick leave

Parental leave

Long service leave

Health checks & flu shots

Flexible work options

Savings benefits

Job summary

Craigs Investment Partners in Blenheim seeks a reliable Office and Administrative Support Worker to provide essential administrative support to our Private Wealth team. Based in our Blenheim office, this full-time role runs 8:30am to 5:00pm, Monday to Friday, and involves preparing reports, managing client files, and assisting with day-to-day client transactions.

You should have solid administration experience, familiarity with Outlook, Word and Excel, and CRM exposure.

Qualifications

• Solid administration experience
• Familiarity with Outlook, Word and Excel
• CRM experience advantageous but not essential
• At least 1 year in financial services is helpful but not required

Responsibilities

• Prepare correspondence and documents for Investment Advisers
• Maintain client files and documents
• Assist Advisers with client meeting preparation and attendance
• Assist with account opening requirements
• Manage diaries and travel arrangements for Advisers
• Support AML/compliance procedures
• Support quarterly portfolio report process
• Assist in client function organisation
• Greet visitors in a courteous and welcoming way

Skills

Administrative skills

CRM experience

Outlook

Word

Excel

Tools

CRM software

Job description

Jora New Zealand will close on 9th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

• Office and Administrative Support Worker

Our close knit Blenheim team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. Based in our Blenheim office, this is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. Private Wealth Assistants provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices. We are seeking a Private Wealth Assistant to work closely with our top performing Investment Advisers, providing high quality administrative support and to assist them with day-to-day client transactions. Key areas of focus include the preparation and distribution of reports and updates, data and information management, management of client files and remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures. Tasks include but are not limited to:

• Preparing correspondence and other documents for Investment Advisers
• Maintaining files and documentation in support of Investment Advisers
• Proactively assist Advisers with client meeting preparation and attendance at client meetings as required
• Assisting clients with account opening requirements
• Diary management and travel arrangements for Investment Advisers
• Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
• Supporting the quarterly portfolio report process
• Assisting in client function organisation when required
• Greeting visitors in a courteous and welcoming way

About you

This is a challenging and diverse position, suiting someone who has sound administration experience. The ability to adapt to new systems and processes quickly, knowledge of Microsoft Outlook, Word and Excel, as well as experience in CRM would be an advantage but not essential. Ideally, candidates would have at least one year of relevant work experience within a financial services environment, however this is not essential.

• Craigs annual Community Day (paid volunteer day)
• Additional week of leave (conditions apply)
• Other leave (such as sick, bereavement, and family violence leave) from your first day of work
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
• Long service leave
• Annual health check and flu vaccinations
• Flexible work options
• Savings benefits and preferential insurance rates

About the Company

Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 22 offices located throughout the country and over 650 employees, we offer solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – www.craigsip.com/careers