Private Wealth Assistant - Wanaka

Listed 8 days Ago
Craigs Investment Partners
Financial Services

Our Wanaka team are looking for two exceptional Private Wealth Assistants to join them in our brand-new Branch in October 2024. 

About the role

We are looking for two professional, friendly, enthusiastic, and dependable individuals to offer our clients that all important great first experience with the Craigs brand. 

You may be a financial services professional looking to take the next step in your career or have experience working in Private Wealth and seeking a change. Based in our brand new Three Parks office, this is a permanent full-time position working 8.30am to 5.00pm, Monday to Friday.  This role will work closely with our Queenstown team so flexibility to occasionally travel between these branches is required.

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

Tasks include but are not limited to:

  • Playing a pivotal role in delivering a seamless onboarding experience to our clients.
  • Conducting Ongoing Due Diligence to ensure our 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 our 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 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.  Please note, for your application to be received you must complete the online company questionnaire.  

Applications for this role will take you to the advertisers site.