Private Wealth Assistant - Client & Adviser Support

Craigs Investment Partners Limited; Hamilton; On-site; NZD 52,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health insurance

Craigs annual Community Day (paidvolu​

Additional week of leave (conditions)

Other leave (sick, bereavement, family

Parental leave - 26 weeks’ pay top up

Long service leave

Annual health check and flu vaccines

Savings benefits and preferential insu

Job summary

Craigs Investment Partners Limited in Hamilton is seeking a Private Wealth Assistant to provide high-quality administrative support to our Investment Advisers. This full-time role runs 8:30am–5:00pm, Monday to Friday, and focuses on reports, data management, client files and regulatory compliance.

Key duties include preparing correspondence, maintaining files, assisting with client meetings, onboarding accounts, diary and travel arrangements, AML checks, and supporting quarterly portfolio

Qualifications

• 1+ year of relevant work experience in financial services (preferred).
• Proficiency with Microsoft Outlook, Word and Excel.

Responsibilities

• Preparing correspondence and other documents for Investment Advisers.
• Maintaining files and documentation in support of Investment Advisers.
• Assist Advisers with client meeting prep and attendance.
• Assisting clients with account opening requirements.
• Diary management and travel arrangements for Advisers.
• Ongoing AML due diligence to comply with CIP policies.
• Support the quarterly portfolio report process.
• Assist in client function organisation.
• Greeting visitors courteously.
• Answering phone calls.

Skills

CRM experience

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM system

Job description

Craigs Investment Partners Limited in Hamilton is seeking a Private Wealth Assistant to provide high-quality administrative support to our Investment Advisers. This full-time role runs 8:30am–5:00pm, Monday to Friday, and focuses on reports, data management, client files and regulatory compliance.

Key duties include preparing correspondence, maintaining files, assisting with client meetings, onboarding accounts, diary and travel arrangements, AML checks, and supporting quarterly portfolio