Private Wealth Assistant: Client Onboarding & Admin

Craigs Investment Partners Limited; Wānaka; Presencial; NZD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive health insurance

Craigs Community Day (paid volunteer)

Descripción de la vacante

Craigs Investment Partners is seeking a Private Wealth Assistant to join the Wanaka team in a full-time, office-based role. You will support Investment Advisers with onboarding, client documentation, and day-to-day client transactions from 8.30am–5.00pm, Monday to Friday.

The role emphasizes administrative excellence, attention to regulatory details, and collaborative teamwork in a private wealth environment.

Formación

• This role requires sound administration experience and the ability to adapt to new systems quickly.
• It is advantageous to have knowledge of Microsoft Outlook, Word and Excel and experience with a CRM.

Responsabilidades

• Deliver a seamless onboarding experience to clients and prepare correspondence for Advisers.
• Maintain client files and documentation in line with AML and CIP policies.
• Support Advisers with client meeting preparation and attendance.
• Assist clients with account opening requirements and travel arrangements for Advisers.
• Manage diary and coordinate meetings, calls, and functions as needed.
• Provide high-quality administrative support to a Private Wealth team.

Conocimientos

Administration experience

CRM knowledge

Microsoft Office (Outlook, Word, Excel

Herramientas

CRM software

Descripción del empleo

Craigs Investment Partners is seeking a Private Wealth Assistant to join the Wanaka team in a full-time, office-based role. You will support Investment Advisers with onboarding, client documentation, and day-to-day client transactions from 8.30am–5.00pm, Monday to Friday.

The role emphasizes administrative excellence, attention to regulatory details, and collaborative teamwork in a private wealth environment.