Private Wealth Assistant - Wanaka

Craigs Investment Partners Limited; Wānaka; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Comprehensive health insurance

Craigs Community Day (paid volunteer)

Job summary

Craigs Investment Partners is seeking a Private Wealth Assistant to join the Wanaka team in a full-time, office-based role. You will support Investment Advisers with onboarding, client documentation, and day-to-day client transactions from 8.30am–5.00pm, Monday to Friday.

The role emphasizes administrative excellence, attention to regulatory details, and collaborative teamwork in a private wealth environment.

Qualifications

• This role requires sound administration experience and the ability to adapt to new systems quickly.
• It is advantageous to have knowledge of Microsoft Outlook, Word and Excel and experience with a CRM.

Responsibilities

• Deliver a seamless onboarding experience to clients and prepare correspondence for Advisers.
• Maintain client files and documentation in line with AML and CIP policies.
• Support Advisers with client meeting preparation and attendance.
• Assist clients with account opening requirements and travel arrangements for Advisers.
• Manage diary and coordinate meetings, calls, and functions as needed.
• Provide high-quality administrative support to a Private Wealth team.

Skills

Administration experience

CRM knowledge

Microsoft Office (Outlook, Word, Excel

Tools

CRM software

Job description

About The Role

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.

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.

Requirements

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.

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 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