Private Wealth Assistant (CHC)- 12-mth+ Fixed Term

Craigs Investment Partners; Christchurch; On-site; NZD 48,000 - 60,000; Full time

Job summary

Craigs Investment Partners in Christchurch is seeking a Private Wealth Assistant to provide high-quality administrative support to Investment Advisers. The role is based in our central Christchurch office, 8.30am–5.00pm, Monday to Friday, fixed-term full-time.

You will help with reports, client files, AML compliance, meeting preparation, and client onboarding, while handling diary management and travel arrangements for advisers.

Qualifications

• Experience with Microsoft Office (Outlook, Word, Excel) and CRM systems.
• Experience in a financial services environment preferred, not essential.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation.
• Assist Advisers with client meeting preparation and attendance.
• Assist clients with account opening requirements.
• Schedule diaries and travel for Advisers.
• Conduct AML/due diligence in line with CIP policies.
• Support quarterly portfolio report processes.
• Assist in client function organisation.
• Greet visitors and answer phones.

Skills

Outlook

Word

Excel

CRM

Tools

CRM system

Job description

About The Role

Our Christchurch 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 central Christchurch office, this is a fixed term 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.

Requirements

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
• Answering of telephones

About You

This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. 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 beneficial. Ideally, candidates would have at least one year of relevant work experience within a financial services environment, however this is not essential.

About The Company

Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 21 offices located throughout the country and over 600 employees, CIP offers 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 – https://craigsip.com/careers