Wealth Management Admin & Client Support

Craigs Investment Partners Limited; Gisborne; Hybrid; NZD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive health insurance

Flexible work options

Additional leave and benefits

Job summary

Craigs Investment Partners Limited is seeking a Private Wealth Assistant in Gisborne. This full-time role supports Investment Advisers with administrative tasks, client transactions, and report preparation, helping to maintain accurate client files and regulatory compliance.

The position involves diary management, travel arrangements, and assisting in client meetings. The successful candidate will have CRM experience and proficiency with Outlook, Word and Excel, ideally with at least one year in

Qualifications

• One year of relevant work experience within a financial services environment preferred.
• Experience using CRM systems is beneficial.
• Proficiency with Microsoft Outlook, Word and Excel.

Responsibilities

• Prepare correspondence and documents for Investment Advisers.
• Maintain client files and documentation for Advisers.
• Assist Advisers with client meeting preparation and attendance.
• Support client account opening requirements.
• Manage diaries and travel for Advisers.

Skills

CRM experience

MS Excel

MS Word

MS Outlook

Job description

Craigs Investment Partners Limited is seeking a Private Wealth Assistant in Gisborne. This full-time role supports Investment Advisers with administrative tasks, client transactions, and report preparation, helping to maintain accurate client files and regulatory compliance.

The position involves diary management, travel arrangements, and assisting in client meetings. The successful candidate will have CRM experience and proficiency with Outlook, Word and Excel, ideally with at least one year in