Private Wealth Assistant - Tauranga
Our Tauranga team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand.
About the role
Based in our central Tauranga 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. Key areas of focus include the preparation and distribution of reports and updates, data and information management, management of client files and remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures.
Tasks include but are not limited to:
- Preparing correspondence and other documents for Investment Advisers
- Maintaining files and documentation in support of Investment Advisers
- Proactively assist Advisers with client meeting preparation and attendance at client meetings as required
- Assisting clients with account opening requirements
- Diary management and travel arrangements for Investment Advisers
- Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
- Supporting the quarterly portfolio report process
- Assisting in client function organisation when required
- Greeting visitors in a courteous and welcoming way
- Answering phone calls
About you
This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. 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 beneficial.
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 (from 1 January 2024)
- Craigs Community Day (paid volunteer day)
- Additional week of leave (conditions apply)
- Sick, bereavement, and family violence leave from first day of employment (no 6 month wait)
- 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
- Flexible work options
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 19 offices located throughout the country and over 600 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.
Applications for this role will take you to the advertisers site.
