Private Wealth Assistant
Gisborne, New Zealand · Full Time
Be the first to apply
- Experience
- Any
- Salary
- —
- Openings
- 1
- Posted
- 1 day ago
- Work mode
- In office
- Resume
- Required to apply
Where you'll work
Sign in to tell us what does and doesn't work for you here — it sharpens every match we show you.
Job description
Role Overview
Our Gisborne office is seeking a professional, welcoming, enthusiastic, and dependable Private Wealth Assistant to be the initial point of contact representing the Craigs brand to clients. This permanent full-time role operates Monday through Friday, 8:30 AM to 5:00 PM, and involves providing vital administrative and organizational support to our Investment Advisers.
Key Duties
- Drafting correspondence and documentation for Investment Advisers.
- Organizing and maintaining client files and supporting documents.
- Assisting Investment Advisers with client meeting preparation and attending meetings as needed.
- Helping clients complete account opening processes.
- Managing Investment Advisers’ diaries and travel plans.
- Performing ongoing due diligence to maintain compliance with anti-money laundering policies and other regulatory requirements.
- Supporting the quarterly portfolio reporting activities.
- Helping coordinate client events when necessary.
- Welcoming visitors warmly and managing incoming calls.
Candidate Profile
This role suits an individual eager to contribute strongly within a dynamic and supportive team passionate about financial markets. Adaptability to new systems, proficiency with Microsoft Outlook, Word, Excel, and CRM software is advantageous. Prior experience within the financial services sector of at least one year is preferred but not mandatory.
Employee Benefits
- Comprehensive health insurance coverage.
- Annual paid Community Volunteer Day.
- Additional week of leave (subject to conditions).
- Immediate entitlement to various leave types including sick, bereavement, and family violence leave.
- Parental leave with up to 26 weeks of paid top-up for eligible primary carers.
- Long service leave benefits.
- Annual health screening and flu vaccinations.
- Flexible working arrangements.
- Employee savings schemes and preferential insurance offers.
About Craigs Investment Partners
Craigs Investment Partners (CIP) is a highly regarded New Zealand investment advisory firm with over 600 employees across 21 offices nationally. We provide financial solutions and advice to private investors, corporate, and institutional clients.
Our Culture and Values
We foster a workplace culture that encourages belonging, respect, and growth for both our people and communities. Our core principles include:
- Unity and collaboration strengthen us all.
- Commitment to excellence in everything we do.
- People come first in our priorities.
- Adherence to integrity and doing what is right.