Private Wealth Assistant

3 days ago

Manawatu, New Zealand Craigs Investment Partners Limited Full time

Private Wealth Assistant - Palmerston North Palmerston North Permanent Closes: 09/01/25 A great opportunity to join an industry-leading organisation.
Our Palmerston North 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 Palmerston North 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.
Responsibilities: 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.
Benefits: 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 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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