Private Wealth Assistant - Hamilton

Craigs Investment Partners Limited; Hamilton; Presencial; NZD 52.000 - 70.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive health insurance

Craigs annual Community Day (paidvolu​

Additional week of leave (conditions)

Other leave (sick, bereavement, family

Parental leave - 26 weeks’ pay top up

Long service leave

Annual health check and flu vaccines

Savings benefits and preferential insu

Descripción de la vacante

Craigs Investment Partners Limited in Hamilton is seeking a Private Wealth Assistant to provide high-quality administrative support to our Investment Advisers. This full-time role runs 8:30am–5:00pm, Monday to Friday, and focuses on reports, data management, client files and regulatory compliance.

Key duties include preparing correspondence, maintaining files, assisting with client meetings, onboarding accounts, diary and travel arrangements, AML checks, and supporting quarterly portfolio

Formación

• 1+ year of relevant work experience in financial services (preferred).
• Proficiency with Microsoft Outlook, Word and Excel.

Responsabilidades

• Preparing correspondence and other documents for Investment Advisers.
• Maintaining files and documentation in support of Investment Advisers.
• Assist Advisers with client meeting prep and attendance.
• Assisting clients with account opening requirements.
• Diary management and travel arrangements for Advisers.
• Ongoing AML due diligence to comply with CIP policies.
• Support the quarterly portfolio report process.
• Assist in client function organisation.
• Greeting visitors courteously.
• Answering phone calls.

Conocimientos

CRM experience

Herramientas

Microsoft Outlook

Microsoft Word

Microsoft Excel

CRM system

Descripción del empleo

About The Role

Our Hamilton team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. 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
• 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 over 20 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