Craigs Investment Partners – Havelock North, North Island
An exciting opportunity for someone seeking industry experience in a dynamic organisation.
We are seeking a Private Wealth Assistant to work closely with our top performing Investment Advisers, providing high quality administrative support and assisting 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 assisting 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
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.
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.
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