Private Wealth Assistant (Gore) - Part Time

Craigs Investment Partners; Gore; On-site; NZD 30,000 - 47,000; Part time

Benefits offered by this job

Health insurance

Community Day (paid)

Additional leave

Parental leave

Long service leave

Health check and vaccinations

Savings benefits

Job summary

Craigs Investment Partners in Gore is seeking a part-time Private Wealth Assistant to provide essential admin support to Investment Advisers and ensure a professional client-first impression. Based in the Gore office, hours are Monday to Friday, 10:00–3:00.

The role covers report preparation, file management, client meeting prep, AML checks, and travel coordination. The ideal candidate has solid admin experience, is proficient in Outlook, Word and Excel; CRM experience and financial services

Qualifications

• Sound administration experience.
• Proficiency with Microsoft Outlook, Word and Excel.
• CRM experience is advantageous but not essential.
• At least one year in financial services preferred.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and supporting documentation.
• Assist Advisers with client meeting preparation and attendance.
• Assist clients with account opening requirements.
• Manage diary and travel arrangements for Advisers.
• Perform AML/compliance related checks and updates.
• Support quarterly portfolio report processes.
• Assist in organizing client events as needed.
• Greet visitors and answer phones in a courteous manner.

Skills

Administration

Outlook

Word

Excel

CRM experience

Tools

CRM

Job description

Our Gore team is looking for a keen Private Wealth Assistant to join them on a part-time basis.

About The Role

Our Gore team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. Based in our Gore office, this is a permanent part-time position working Monday to Friday, from 10.00am to 3.00pm.

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 of telephones

About You

This is a challenging and diverse position, suiting someone who has sound administration experience. 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 an advantage but not essential.

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
• Savings benefits and preferential insurance rates

About The Company

Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 22 offices located throughout the country and over 600 employees, we offer 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

If you would like to find out more about working at Craigs, visit our Careers page – www.craigsip.com/careers