Wealth Admin & Client Support Specialist

Craigs Investment Partners

Rotorua

On-site

NZD 42,000 - 56,000

Full time

9 hours ago

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Benefits offered by this job

Comprehensive health insurance

Craigs annual Community Day (paidvolun

Additional week of leave (conditions)

Job summary

Craigs Investment Partners in Rotorua is seeking a Private Wealth Assistant to provide high‑quality administrative support to our Investment Advisers. The role is a full‑time, Monday to Friday position from 8:30am to 5:00pm, aimed at delivering a seamless client experience and robust office operations.

You will manage reports, client files, meeting preparation, AML compliance, and travel and diary coordination, with opportunities to contribute to client events and the quarterly portfolio process

Qualifications

At least one year of experience in a financial services environment.
Proficient in Microsoft Outlook, Word and Excel.
Experience with CRM systems is beneficial.
Strong organisational and communication skills.

Responsibilities

Prepare correspondence and documents for Investment Advisers.
Maintain client files and documentation.
Assist Advisers with client meeting preparation and attendance.
Assist with account opening requirements.
Manage diaries and travel for Investment Advisers.
Conduct AML‑policy compliant due diligence.
Support quarterly portfolio report process.
Help organise client functions.
Greet visitors and answer calls.

Skills

Outlook

Word

Excel

CRM

Administrative support

Tools

CRM software

Job description

You will manage reports, client files, meeting preparation, AML compliance, and travel and diary coordination, with opportunities to contribute to client events and the quarterly portfolio process

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