Private Wealth Assistant — Flexible Admin & Client Support
Craigs Investment Partners
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Benefits offered by this job
Job summary
Craigs Investment Partners in Blenheim seeks a reliable Office and Administrative Support Worker to provide essential administrative support to our Private Wealth team. Based in our Blenheim office, this full-time role runs 8:30am to 5:00pm, Monday to Friday, and involves preparing reports, managing client files, and assisting with day-to-day client transactions.
You should have solid administration experience, familiarity with Outlook, Word and Excel, and CRM exposure.
Qualifications
- Solid administration experience
- Familiarity with Outlook, Word and Excel
- CRM experience advantageous but not essential
- At least 1 year in financial services is helpful but not required
Responsibilities
- Prepare correspondence and documents for Investment Advisers
- Maintain client files and documents
- Assist Advisers with client meeting preparation and attendance
- Assist with account opening requirements
- Manage diaries and travel arrangements for Advisers
- Support AML/compliance procedures
- Support quarterly portfolio report process
- Assist in client function organisation
- Greet visitors in a courteous and welcoming way
Skills
Tools
Job description
Craigs Investment Partners in Blenheim seeks a reliable Office and Administrative Support Worker to provide essential administrative support to our Private Wealth team. Based in our Blenheim office, this full-time role runs 8:30am to 5:00pm, Monday to Friday, and involves preparing reports, managing client files, and assisting with day-to-day client transactions.
You should have solid administration experience, familiarity with Outlook, Word and Excel, and CRM exposure.
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