Private Wealth Assistant
3 days ago
About The RoleOur Auckland team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of 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 central Auckland 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.The key areas 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 ToPlaying a pivotal role in delivering a seamless onboarding experience to our clientsConducting Ongoing Due Diligence to ensure our client information is complete and current and that work is undertaken in line with all regulatory requirementsContributing 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 supportPreparing and distributing correspondence, reports, and documentation to clientsMeeting the day to day needs of our clients which may include placing client orders, FX transactions, new issues, corporate actions and managing account balancesAssisting Investment Advisers with client meeting preparation and attending client meetings as requiredAbout YouThis 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.BenefitsComprehensive Health InsuranceCraigs 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 workParental leave - 26 weeks' pay 'top up' for eligible Primary CarersLong Service LeaveAnnual Health Check and flu vaccinationsFlexible work optionsSavings benefits and preferential insurance ratesAbout The CompanyCraigs 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 togetherWe strive for excellenceWe put people firstWe do what's rightHow To ApplyIf 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.
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