Private Wealth Assistant - Wanaka

Qjumpers; Queenstown; In loco; NZD 60.000 - 80.000; Tempo pieno

Vantaggi offerti da questo lavoro

Community Day

Additional leave

Parental leave

Long service leave

Health check & flu vaccinations

Savings benefits & preferential rates

Descrizione del lavoro

Craigs Investment Partners in Wanaka seeks a Private Wealth Assistant to provide high-quality administrative support to Investment Advisers. The role focuses on onboarding clients, preparing reports, and maintaining files while staying aligned with CIP policies and AML procedures.

The ideal candidate has strong administration skills, familiarity with Outlook/Word/Excel, and CRM experience is advantageous. Experience in financial services is preferred but not essential, with a friendly,

Competenze

• Sound administration experience required.
• Ideally 1+ year in a financial services environment.
• Familiarity with Outlook, Word and Excel; CRM experience is an advantage.

Mansioni

• Assist with onboarding of clients to deliver smooth first experiences.
• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and ensure regulatory/compliance requirements are met (AML/GIPs).
• Assist Advisers with client meeting preparation and attendance.
• Support account opening requirements and related documentation.
• Manage diary and travel arrangements for Investment Advisers.
• Support quarterly portfolio report processes and client function logistics.

Conoscenze

Administration

CRM

Outlook

Word

Excel

Descrizione del lavoro

Our Wanaka team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important great first experience with the Craigs brand.

You may be a financial services professional looking to take the next step in your career or have experience working in Private Wealth and seeking a change. Based in our Three Parks office, this is a permanent full-time position working 8.30am to 5.00pm, Monday to Friday. We would consider part time hours for the right candidate.

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:

• Playing a pivotal role in delivering a seamless onboarding experience to our clients.
• 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.

• 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 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

Create a job alert for this search