Private Wealth Assistant

Position Overview

Our Auckland office seeks a professional, approachable, and dependable individual to be the initial point of contact representing the Craigs Investment Partners brand. This is a permanent, full-time role located centrally in Auckland, working Monday to Friday from 8:30 am to 5:00 pm. Candidates with prior financial services or private wealth experience aiming for career advancement or change are encouraged to apply.

Role Responsibilities

• Serve as a key administrative and organizational support to our Investment Advisers, facilitating smooth daily client transactions.
• Foster and maintain trusted relationships with clients, acting as the primary contact for non-advisory inquiries and transactions.
• Ensure a seamless onboarding experience for new clients.
• Conduct ongoing due diligence to keep client information accurate, complete, and compliant with regulatory standards.
• Provide cross-branch support by covering various operational areas to maintain consistent Adviser and client support.
• Prepare and send correspondence, reports, and client documents.
• Handle daily client needs such as placing client orders, foreign exchange transactions, managing corporate actions, new issues, and account balances.
• Assist Investment Advisers in preparing for client meetings and attend meetings when needed.

Candidate Profile

This role is well suited to candidates with solid administrative skills, an ability to quickly learn new systems and processes, and proficiency in Microsoft Outlook, Word, and Excel. Familiarity with customer relationship management (CRM) systems is advantageous but not mandatory. While at least one year of relevant experience in financial services is preferred, this requirement is flexible.

Employee Benefits

• Comprehensive health insurance coverage.
• Annual community volunteer day with paid leave.
• Additional leave weeks under certain conditions.
• Inclusive leave policies from day one, including sick, bereavement, and family violence leave.
• Parental leave with 26 weeks pay top-up for qualifying primary carers.
• Long service leave entitlement.
• Annual health check-ups and influenza vaccinations.
• Opportunities for flexible working arrangements.
• Access to preferential insurance rates and savings benefits.

About Craigs Investment Partners

Craigs Investment Partners is a leading multi-award-winning investment advisory firm in New Zealand with over 20 offices nationwide and a workforce exceeding 650 employees. We provide investment solutions and advice to private investors, corporations, and institutions, fostering an inclusive environment where employees feel valued, supported, and empowered to deliver excellent client outcomes. Our core values emphasize collective strength, striving for excellence, prioritizing people, and integrity.