Private Wealth Assistant | Client Onboarding & Admin

Craigs Investment Partners Limited; Auckland; On-site; NZD 52,000 - 68,000; Full time

Benefits offered by this job

Comprehensive Health Insurance

Craigs annual Community Day

Additional week of leave

Sick, bereavement and family violence

Job summary

Craigs Investment Partners Limited in Auckland seeks a Private Wealth Assistant to provide high-quality administrative support to Investment Advisers and clients. Based in our central Auckland office, this permanent full-time role runs 8.30am to 5.00pm, Monday to Friday, focusing on onboarding, client queries and day-to-day client transactions.

The role emphasizes building trusted client relationships, supporting advisers, and delivering seamless client service in a fast-paced private wealth

Qualifications

• At least one year of relevant work experience in a financial services environment is preferred.
• Strong administration background with ability to adapt to new systems and processes.

Responsibilities

• Deliver onboarding experience for clients and maintain client relationships.
• Conduct ongoing due diligence to ensure client information is complete and compliant.
• Provide branch-wide support to Investment Advisers and clients.
• Prepare and distribute correspondence, reports, and documentation to clients.
• Assist with client orders, FX transactions, new issues, corporate actions and balances.
• Support Investment Advisers in meeting preparation and attend client meetings as required.

Skills

Administration experience

Client service

Tools

CRM systems

Microsoft Outlook

Microsoft Word

Microsoft Excel

Job description

Craigs Investment Partners Limited in Auckland seeks a Private Wealth Assistant to provide high-quality administrative support to Investment Advisers and clients. Based in our central Auckland office, this permanent full-time role runs 8.30am to 5.00pm, Monday to Friday, focusing on onboarding, client queries and day-to-day client transactions.

The role emphasizes building trusted client relationships, supporting advisers, and delivering seamless client service in a fast-paced private wealth