Private Wealth Assistant - Auckland

About the Role

Our Auckland team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all-important first impression of the Craigs brand.

Based in our central Auckland office, this is a permanent full-time position working 8.30am to 5.00pm, Monday to Friday.

Private Wealth Assistants provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices.

We are seeking a Private Wealth Assistant to work closely with our top performing Investment Advisers, providing high quality administrative support and to assist them with day-to-day client transactions.

The key focus is to develop and maintain trusted client relationships to become the first point of contact for non-advisory transactions and queries.

Responsibilities

Playing a pivotal role in delivering a seamless onboarding experience to our clients

Conducting ongoing due diligence to ensure client information is complete and current and that work is undertaken in line with all regulatory requirements

Contributing to the success of our team by providing cover to other areas of the branch, ensuring Advisers and Clients receive a high level of continuous support

Preparing and distributing correspondence, reports, and documentation to clients

Meeting the day-to-day needs of our clients which may include placing client orders, FX transactions, new issues, corporate actions and managing account balances

Assisting Investment Advisers with client meeting preparation and attending client meetings as required

About You

This is a challenging and diverse position, suiting someone who has sound administration experience.

The ability to adapt to new systems and processes quickly, knowledge of Microsoft Outlook, Word and Excel, as well as experience in CRM would be an advantage but not essential.

Ideally, candidates would have at least one year of relevant work experience within a financial services environment, however this is not essential.

Benefits

Comprehensive Health Insurance

Craigs annual Community Day (paid volunteer day)

Additional week of leave (conditions apply)

Other leave (such as sick, bereavement, and family violence leave) from your first day of work

Parental leave - 26 weeks' pay 'top up' for eligible Primary Carers

Long Service Leave

Annual Health Check and flu vaccinations

Flexible work options

Savings benefits and preferential insurance rates

About The Company

Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand.

With 20+ offices located throughout the country and over 650 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued.

We grow as a team and with our clients and are always looking to support our communities – both internal and external.

Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

We are stronger together

We strive for excellence

We put people first

We do what's right

How To Apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.

Please note, for your application to be received you must complete the online company questionnaire.

Additional Details

Seniority level : Entry level

Employment type : Full-time

Job function : Finance and Sales

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