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Senior Administrative Assistant
7 days ago
About Us
Craigs Investment Partners is a leading investment advisory firm in New Zealand, with 20 offices and over 600 employees. We provide solutions and advice to private investors, corporate, and institutional clients.
Our team is passionate about financial markets and committed to delivering exceptional results for our clients. We pride ourselves on creating an environment where our people feel valued and supported, and we're always looking to grow as a team and support our communities.
We're seeking a highly skilled and motivated Private Wealth Assistant to join our Christchurch team. As a key member of our office, you'll provide administrative and organisational support to our Investment Advisers and play a pivotal role in delivering high-quality client experiences.
Key responsibilities will include preparing and distributing reports and updates, managing data and information, maintaining client files, and ensuring compliance with regulatory requirements. You'll also assist with client meeting preparation, attend meetings as required, and conduct ongoing due diligence to ensure work is undertaken in line with AML policies and procedures.
As a Private Wealth Assistant, you'll have the opportunity to work closely with our top-performing Investment Advisers, providing high-quality administrative support and contributing to their success.
About You
To be successful in this role, you'll need excellent communication and organisational skills, experience working in a financial services environment, and knowledge of Microsoft Outlook, Word, and Excel. Ideally, you'll have at least one year of relevant work experience, but this is not essential.
We offer a range of benefits, including permanent full-time hours, flexible work options, additional weeks leave each year, subsidised parental leave, annual health checks, savings benefits, and preferential insurance rates.
If you're a motivated and enthusiastic individual looking for a challenging and diverse role, please submit your application online now.
