Private Wealth Assistant: Client Admin & Meetings

Craigs Investment Partners Limited; Blenheim; Remote; NZD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Volunteer day

Extra leave

Leave for illness/bereavement

Parental leave top-up

Long service leave

Health check & vaccines

Flexible work options

Savings benefits

Job summary

Craigs Investment Partners is seeking a Private Wealth Assistant to support our Blenheim-based Investment Advisers with administrative and client transaction tasks, ensuring high-quality service and AML compliance.

The role is based in Blenheim office, permanent full-time, 8:30am–5:00pm, Monday to Friday, with benefits including health insurance, extra leave, parental leave top‑up, and flexible work options.

Qualifications

• Sound administration experience and ability to adapt to new systems.
• Experience with Microsoft Outlook, Word and Excel; CRM knowledge is an advantage.
• At least 1 year in a financial services environment is preferred, not essential.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation in support of Advisers.
• Assist Advisers with client meeting preparation and attendance.
• Assist with account opening requirements.
• Diary management and travel arrangements for Advisers.
• Support AML/compliance requirements and quarterly report processes.
• Greet visitors and answer telephones.

Skills

Administration

CRM experience

Client service

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM software

Job description

Craigs Investment Partners is seeking a Private Wealth Assistant to support our Blenheim-based Investment Advisers with administrative and client transaction tasks, ensuring high-quality service and AML compliance.

The role is based in Blenheim office, permanent full-time, 8:30am–5:00pm, Monday to Friday, with benefits including health insurance, extra leave, parental leave top‑up, and flexible work options.