Private Wealth Assistant - Gisborne

Craigs Investment Partners; Gisborne; On-site; NZD 52,000 - 64,000; Full time

Benefits offered by this job

Comprehensive health insurance

Craigs Community Day (paid volunteer)

Additional week of leave

Sick, bereavement, and family violence

Parental leave 26 weeks

Long service leave

Annual health check and flu vaccines

Flexible work options

Savings benefits and preferential ins.

Job summary

Craigs Investment Partners’ Gisborne team is seeking a professional Private Wealth Assistant to provide high-quality administrative support to Investment Advisers, manage client files, and ensure compliance with CIP policies. Based in Gisborne, the role is full-time, 8:30am–5:00pm, Monday to Friday.

You will help prepare reports, manage data, and keep client information up to date. The ideal candidate has at least one year of experience in financial services and is proficient with Outlook, Word

Qualifications

• At least 1 year of relevant experience in a financial services environment.
• Proficiency with Microsoft Outlook, Word and Excel.
• Experience with CRM systems is beneficial.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation.
• Assist Advisers with client meeting prep and attendance.
• Assist clients with account opening requirements.
• Manage diary and travel arrangements for Advisers.
• Ensure AML/compliance procedures are followed.
• Support quarterly portfolio report process.
• Assist in client event organisation.

Skills

Financial services knowledge

Administrative support

Client communication

Tools

CRM systems

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

Our Gisborne team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand.

About The Role

Based in our Gisborne branch, this is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. Private Wealth Assistants provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices.

We are seeking a Private Wealth Assistant to work closely with our top performing Investment Advisers, providing high quality administrative support and to assist them with day-to-day client transactions. Key areas of focus include the preparation and distribution of reports and updates, data and information management, management of client files and remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures.

Tasks Include But Are Not Limited To

• Preparing correspondence and other documents for Investment Advisers
• Maintaining files and documentation in support of Investment Advisers
• Proactively assist Advisers with client meeting preparation and attendance at client meetings as required
• Assisting clients with account opening requirements
• Diary management and travel arrangements for Investment Advisers
• Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
• Supporting the quarterly portfolio report process
• Assisting in client function organisation when required
• Greeting visitors in a courteous and welcoming way
• Answering phone calls

About You

This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. The ability to adapt to new systems and processes quickly, knowledge of Microsoft Outlook, Word and Excel, as well as experience in CRM would be beneficial.

Ideally, candidates would have at least one year of relevant work experience within a financial services environment, however this is not essential.

Benefits

• Comprehensive health insurance
• Craigs annual Community Day (paid volunteer day)
• Additional week of leave (conditions apply)
• Other leave (such as sick, bereavement, and family violence leave) from your first day of work
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
• Long service leave
• Annual health check and flu vaccinations
• Flexible work options
• Savings benefits and preferential insurance rates

About The Company

Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 21 offices located throughout the country and over 600 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right