Private Wealth Assistant

4 weeks ago

Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

Our Christchurch team is looking for a keen Private Wealth Assistant to join them.

About The Role

Our Christchurch team is 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 Christchurch 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 assisting them with day-to-day client transactions.

Requirements

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:

  1. Preparing correspondence and other documents for Investment Advisers
  2. Maintaining files and documentation in support of Investment Advisers
  3. Proactively assisting Advisers with client meeting preparation and attendance at client meetings as required
  4. Assisting clients with account opening requirements
  5. Diary management and travel arrangements for Investment Advisers
  6. Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
  7. Supporting the quarterly portfolio report process
  8. Assisting in client function organisation when required
  9. Greeting visitors in a courteous and welcoming way
  10. Answering telephones
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
  1. Permanent role
  2. Full-time hours
  3. Flexible work options
  4. Additional weeks leave each year (conditions apply)
  5. Subsidised parental leave
  6. Annual health check
  7. Long service leave
  8. 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.

  1. We are stronger together
  2. We strive for excellence
  3. We put people first
  4. 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.
#J-18808-Ljbffr

  • Private Wealth Assistant

    2 weeks ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    Add expected salary to your profile for insightsOur Christchurch team is looking for a keen Private Wealth Assistant to join them.About the roleOur Christchurch 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 Christchurch...

  • Private Wealth Assistant

    4 weeks ago

    Christchurch, Canterbury, New Zealand QJumpers Recruitment Services Full time

    Our Christchurch team is looking for a keen Private Wealth Assistant to join them.About the roleOur Christchurch 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 Christchurch office, this is a permanent full-time position...

  • Private Wealth Assistant

    2 weeks ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    Add expected salary to your profile for insightsOur Christchurch team is looking for a keen Private Wealth Assistant to join them.About the roleOur Christchurch 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 Christchurch...

  • Wealth Management Associate

    2 weeks ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    About the RoleCraigs Investment Partners is seeking a highly organized and detail-oriented Private Wealth Assistant to join our Christchurch team.Job DescriptionProvide administrative and organizational support to our Investment AdvisersAct as a pivotal support function in our offices, assisting with client transactions, report preparation, and data...

  • Wealth Management Coordinator

    2 weeks ago

    Christchurch, Canterbury, New Zealand Qjumpers Recruitment Services Full time

    About Our BusinessWe are a leading provider of investment advisory services, dedicated to delivering exceptional support to our clients and partners.This is an exciting opportunity for a highly organized and detail-focused individual to join our team as a Private Wealth Assistant in our Christchurch office.The role involves providing administrative support...

  • Wealth Management Assistant

    3 days ago

    Christchurch, Canterbury, New Zealand FirstCape Full time

    FirstCape is one of New Zealand's largest and best resourced wealth advisory and asset management businesses. We believe that our people are our greatest asset, and we're committed to creating an environment where everyone can thrive, grow, and contribute to their fullest potential.About the RoleAs a Client Relationship Manager, you will be responsible for...

  • Investment Advisory Assistant

    2 weeks ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    About the RoleCraigs Investment Partners is seeking a Private Wealth Assistant to join our Christchurch team, working closely with our top-performing Investment Advisers.ResponsibilitiesProvide administrative and organizational support to our Investment AdvisersAct as a pivotal support function in our offices, assisting with client transactions, report...

  • Investment Assistant Professional

    1 week ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    About the Job DescriptionThe Private Wealth Assistant will provide administrative and organisational support to our Investment Advisers, acting as a pivotal support function in our offices.Key responsibilities include preparing and distributing reports and updates, managing data and information, maintaining client files, and staying up-to-date with...

  • Administrative Services Coordinator

    4 days ago

    Christchurch, Canterbury, New Zealand Qjumpers Recruitment Services Full time

    Key Responsibilities: As a Private Wealth Assistant, you will be responsible for providing administrative support to our investment advisers and assisting with client transactions. Your tasks will include preparing correspondence and documents, maintaining files, and coordinating with clients.">Diary management and travel arrangements for investment...

  • Private Land Biodiversity Protector

    2 weeks ago

    Christchurch, Canterbury, New Zealand Qeii National Trust Full time

    About the RoleWe are seeking a highly motivated and experienced regional representative to join our team in the South Canterbury area. The ideal candidate will have a strong background in ecology, conservation, and community engagement, as well as excellent communication and partnership-building skills.The regional representative will work closely with...

  • Private Wealth Support Specialist

    1 week ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    About the CompanyCraigs Investment Partners is a multi-award-winning investment advisory firm, one of the largest in New Zealand.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...

  • Investment Advisor Associate

    2 weeks ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    About the JobThis is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. As a Private Wealth Assistant, you will be based in our central Christchurch office and will be responsible for providing high-quality administrative support to our Investment Advisers.Your Key SkillsExcellent communication and organizational skillsAbility to...

  • Commercial / Property Legal Assistant

    2 weeks ago

    Christchurch, Canterbury, New Zealand Fluid Recruitment Limited Full time

    About Our ClientFluid Legal is delighted to partner exclusively with Saunders & Co, in the search for an ambitious Commercial Property Legal Assistant to support their highly experienced property practice.Saunders & Co is a full-service law firm with a strong presence across Christchurch, including a vibrant CBD office on Victoria Street and three suburban...

  • Financial Support Specialist

    4 days ago

    Christchurch, Canterbury, New Zealand Qjumpers Recruitment Services Full time

    Job Description: Our Christchurch team is looking for a Private Wealth Assistant to join them. As a key member of our office, you will provide administrative support to our investment advisers and assist with client transactions. Your primary responsibilities will include preparing correspondence and other documents, maintaining files, and coordinating with...

  • Financial Services Coordinator

    2 weeks ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    About UsCraigs Investment Partners is a multi-award winning investment advisory firm, one of the largest in New Zealand.We offer 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...

  • Senior Investment Administrator

    4 days ago

    Christchurch, Canterbury, New Zealand Qjumpers Recruitment Services Full time

    About the Role: We are seeking a professional and enthusiastic individual to provide administrative support to our investment advisers. As a Private Wealth Assistant, you will play a pivotal role in our offices, offering high-quality administrative services and assisting with day-to-day client transactions.">Prepare and distribute reports and updatesManage...

  • Financial Services Coordinator

    1 week ago

    Christchurch, Canterbury, New Zealand Craigs Investment Partners Full time

    About the RoleCraigs Investment Partners is seeking a skilled Private Wealth Assistant to provide administrative and organisational support to our Investment Advisers. This permanent full-time position is based in our central Christchurch office, working 8.30am to 5.00pm, Monday to Friday.The successful candidate will provide high-quality administrative...

  • Portfolio Administration Specialist

    3 days ago

    Christchurch, Canterbury, New Zealand FirstCape Full time

    As a Wealth Management Assistant, you will play a key role in supporting our Advisers and maintaining all compliance records to the highest standards.About the RoleThis role involves new client onboarding, client portfolio reporting, and processing requests for foreign exchange and other financial products. You will work closely with our adviser teams to...

  • Plumbing Assistant

    2 weeks ago

    Christchurch, Canterbury, New Zealand Williams & Co. Full time

    About UsWilliams & Co. is a leading independent trade-only plumbing and heating merchant with a strong presence in the industry.The RoleWe are seeking a highly motivated Customer Service Assistant to join our busy and friendly team in Christchurch. As a key member of our sales floor, you will be responsible for providing excellent customer service,...

  • Assistant Director

    2 weeks ago

    Christchurch, Canterbury, New Zealand University Of Canterbury Full time

    Ako Anamata | Future Learning and DevelopmentInfluential leadership role in a university settingShape the future of online and flexible educationManage and develop a high-performing teamApplications are invited for the dynamic role of Assistant Director (Academic), Future Learning and Development, a senior position at the University of Canterbury with...