Private Wealth Assistant: Elevate Client Experience

Qjumpers; Bay of Plenty; Vor Ort; NZD 52.000 - 74.000; Vollzeit

Benefits dieser Stelle

Craigs Community Day (paid)

Additional week of leave

Parental leave - 26 weeks

Long service leave

Annual health check and flu shots

Savings benefits & preferential rates

Zusammenfassung

Craigs Investment Partners is seeking a Private Wealth Assistant in Tauranga to provide high‑quality administrative support to Investment Advisers. The role runs 8:30am–5:00pm, Monday to Friday, as a permanent full‑time position. Duties include diary management, client file upkeep, AML compliance, and preparation of reports.

You will work closely with top advisers, gaining exposure to financial markets and client services. Prior experience in financial services is helpful but not essential.

Qualifikationen

• This role suits someone with good administrative and organisational abilities.
• Experience in financial services is helpful but not essential.
• Ability to adapt to new systems and processes quickly.

Aufgaben

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation for advisers.
• Assist advisers with client meeting prep and attendance.
• Support account opening requirements for clients.
• Manage diaries and travel arrangements for advisers.
• Ensure AML compliance and ongoing due diligence.
• Support quarterly portfolio report processes.
• Assist in client function organisation and greet visitors.

Kenntnisse

Adaptability

Organisational skills

Communication

Teamwork

Tools

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM system

Jobbeschreibung

Craigs Investment Partners is seeking a Private Wealth Assistant in Tauranga to provide high‑quality administrative support to Investment Advisers. The role runs 8:30am–5:00pm, Monday to Friday, as a permanent full‑time position. Duties include diary management, client file upkeep, AML compliance, and preparation of reports.

You will work closely with top advisers, gaining exposure to financial markets and client services. Prior experience in financial services is helpful but not essential.