Private Wealth Assistant: Client & Admin Support

Craigs Investment Partners Limited; Gisborne; Remote; NZD 52,000 - 76,000; Full time

Benefits offered by this job

Comprehensive health insurance

Community Day (paid)

Additional week of leave

Leave for sick, bereavement, family

Parental leave 26 weeks top up

Long service leave

Annual health check and flu shots

Flexible work options

Savings benefits and insurance rates

Job summary

Craigs Investment Partners Limited in Gisborne seeks a Private Wealth Assistant to provide essential administrative support to our Investment Advisers. Based in our Gisborne branch, the role is full-time, 8:30am–5:00pm, Monday to Friday, focusing on client transactions, reports, and regulatory compliance.

You will prepare documents, maintain files, assist with client meetings, manage diaries and travel, and support the quarterly portfolio report process while maintaining a welcoming front-line

Qualifications

• Ideally, at least one year in financial services.
• Familiarity with Microsoft Office and CRM systems.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation for Advisers.
• Assist Advisers with client meeting preparation and attendance.
• Diary management and travel arrangements for Advisers.
• Support AML/compliance requirements under CIP policies.
• Assist with quarterly portfolio reporting processes.

Skills

Outlook

Word

Excel

CRM

Tools

CRM system

Job description

Craigs Investment Partners Limited in Gisborne seeks a Private Wealth Assistant to provide essential administrative support to our Investment Advisers. Based in our Gisborne branch, the role is full-time, 8:30am–5:00pm, Monday to Friday, focusing on client transactions, reports, and regulatory compliance.

You will prepare documents, maintain files, assist with client meetings, manage diaries and travel, and support the quarterly portfolio report process while maintaining a welcoming front-line