Private Wealth Assistant: Client Onboarding & Admin

Craigs Investment Partners Limited; Wānaka; On-site; NZD 55,000 - 70,000; Full time

Benefits offered by this job

Comprehensive health insurance

Craigs annual Community Day

Additional week of leave

Other leave from day one

Parental leave top-up

Long service leave

Annual health check and flu vaccines

Savings benefits and insurance rates

Job summary

Craigs Investment Partners in Wanaka seeks a professional Private Wealth Assistant to support Investment Advisers with client onboarding, documentation, and day-to-day administration. You will manage client files, prepare reports, and assist with meetings and account openings in a busy Private Wealth team.

The role is based at our Three Parks office, is full-time and permanent, 8:30am–5:00pm, Monday–Friday, with a focus on regulatory compliance and client service excellence.

Qualifications

• Sound administration experience.
• Knowledge of Microsoft Outlook, Word and Excel.
• CRM experience would be an advantage but not essential.
• Ideally at least one year of relevant work experience in a financial services environment.

Responsibilities

• Deliver a seamless onboarding experience to clients.
• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation for Advisers.
• Assist Advisers with client meeting preparation and attendance.
• Assist clients with account opening requirements.
• Diary management and travel arrangements for Advisers.
• Conduct due diligence to align with AML policies.
• Support quarterly portfolio report process.
• Assist in client function organisation when required.
• Greet visitors and answer telephones.

Skills

Administration

CRM experience

Outlook

Word

Excel

Tools

CRM systems

Job description

Craigs Investment Partners in Wanaka seeks a professional Private Wealth Assistant to support Investment Advisers with client onboarding, documentation, and day-to-day administration. You will manage client files, prepare reports, and assist with meetings and account openings in a busy Private Wealth team.

The role is based at our Three Parks office, is full-time and permanent, 8:30am–5:00pm, Monday–Friday, with a focus on regulatory compliance and client service excellence.