Executive Assistant to ISG and SWAT
About the role
We have an exciting opportunity for an experienced Executive Assistant, supporting the Head of Investment Strategy Group (ISG) and the Head of Specialised Wealth (SWAT). This role plays a critical part in enabling the effective operation of two high-performing teams. Based in Auckland, this is a permanent full-time role that sits within our Private Wealth team.
The Executive Assistant is responsible for providing administrative support to the Head of ISG and Head of SWAT, including diary management, email management, travel management, and expenses management. Other key responsibilities include:
- Coordinating meetings, preparing agendas, drafting minutes, and completing tracking and follow up of action items
- Completing email management, filtering and prioritising for the Head of ISG and Head of SWAT.
- Supporting preparation of presentations, management reports, business cases, Board Reports and any subcommittee meeting requirements.
- Responding proactively to changing circumstances and competing priorities within strict deadlines
- Supporting the ISG and SWAT teams with documentation controls, creating consistency in document management.
- Identify opportunities to improve administrative processes, including document management, ways of working and leveraging technology (including AI).
About you
Suitable candidates will have relevant experience in a similar role, with a background in the NZ financial services industry. Additionally, suitable candidates will require:
- Prior Experience as an EA at a senior leader level
- A high aptitude for organisation, written and verbal communication skills, and high attention to detail.
- Excellent Microsoft Office skills in Word, Excel, Outlook and PowerPoint and experience using SharePoint
- Demonstrate initiative, confidence and an outstanding customer service approach and professional manner
- Demonstrate discretion, confidentiality and sound judgement in handling sensitive and confidential matters and documentation
- Demonstrate the ability to respond proactively and be flexible in a fast-paced environment and be able to juggle competing priorities with strict deadlines
Benefits
- Comprehensive Health Insurance
- Craigs Community Volunteer Day
- Additional week of leave (conditions apply)
- Other leave (such as sick, bereavement, and family violence leave) from first day of employment
- 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 (Craigs) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With over 20 offices located throughout the country and over 600 employees, Craigs offers solutions and advice to both private investors, as well as 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
If you would like to find out more about working at Craigs, visit our Careers page – https://craigsip.com/careers
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.
Applications for this role will take you to the advertisers site.
