Private Wealth Assistant

Role Overview

Our Wanaka-based team is seeking a professional, personable, and dependable individual to provide clients with their initial positive interaction with Craigs Investment Partners. This permanent full-time role, located in our Three Parks office, follows standard business hours from 8:30 AM to 5:00 PM, Monday through Friday.

The Private Wealth Assistant will deliver key administrative and organizational support directly to our Investment Advisers, facilitating seamless office operations and enhancing client service delivery.

Primary Responsibilities

• Ensure a smooth and welcoming onboarding process for new clients.
• Prepare correspondence and necessary documentation for Investment Advisers.
• Maintain and organize client files and related documentation in alignment with Adviser needs.
• Assist with client meeting preparations and participate in meetings as required.
• Support clients during account opening procedures.
• Manage diaries and travel logistics for Investment Advisers.
• Perform ongoing due diligence compliant with Anti-Money Laundering (AML) guidelines and internal policies.
• Assist with quarterly portfolio reporting processes.
• Contribute to the planning and execution of client events.
• Provide a courteous reception for visitors and handle telephone inquiries professionally.

Candidate Profile

This role suits an individual experienced in administration, adaptable to new systems and processes, with proficiency in Microsoft Outlook, Word, and Excel. Experience with Customer Relationship Management (CRM) software is advantageous but not mandatory.

While at least one year of financial services experience is preferred, candidates without this background may still be considered.

Employee Benefits

• Comprehensive health insurance coverage.
• An annual paid Community Day volunteering event.
• Additional leave entitlement (subject to conditions).
• Access to sick, bereavement, and family violence leave from the start of employment.
• Parental leave with 26-week pay top-up for eligible primary carers.
• Long service leave provisions.
• Annual health checks and flu vaccination access.
• Opportunities for savings benefits and preferential insurance rates.

About Craigs Investment Partners

Craigs Investment Partners is a distinguished, award-winning investment advisory company in New Zealand with over 600 staff across more than 20 offices nationwide. We offer expert advice and solutions to private, corporate, and institutional investors.

Our company culture values collaboration, striving for excellence, people-first ethos, and integrity. We foster a supportive environment where employees feel valued and connected.