Current jobs related to Private Wealth Services Coordinator - Tauranga, Bay of Plenty - Craigs Investment Partners
-
Private Wealth Assistant
2 weeks ago
Tauranga, Bay of Plenty, New Zealand Qjumpers Full timeAbout the role Our Superannuation, Savings & Broking team is seeking a professional, friendly, enthusiastic, and reliable individual to deliver a superior client experience consistent with the Craigs brand.Based in our Tauranga office, this is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday.Private Wealth Assistants provide...
-
Private Wealth Assistant
3 weeks ago
Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Limited Full timeOur Tauranga team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand.About the roleBased in our central Tauranga office, this is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. Private Wealth Assistants provide administrative...
-
Wealth Advisory Professional
2 weeks ago
Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Full timeCraigs Investment Partners OverviewCraigs Investment Partners is a leading provider of wealth advisory services to high net worth individuals and organizations. Our team of experts provides tailored solutions to meet the complex needs of our clients.Job DescriptionThe Wealth Advisory Professional will be responsible for providing administrative support to...
-
Administrative Assistant
1 week ago
Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Limited Full timeAbout UsCraigs Investment Partners Limited is a leading provider of investment solutions and advice to private investors, corporate and institutional clients across New Zealand. With 19 offices located throughout the country, we offer a comprehensive range of services to help our clients achieve their financial goals.We pride ourselves on our commitment to...
-
Business Support Coordinator
2 weeks ago
Tauranga, Bay of Plenty, New Zealand Cgr Services Full timeKPMG New Zealand is part of the international KPMG network, one of the world's leading professional services organisations.We provide audit, tax, and advisory services to individuals, SMEs, not-for-profit organisations, multi-nationals and government agencies.Our people experience is anchored in a clearly articulated purpose of 'Fuelling New Zealand's...
-
Business Support Coordinator
3 weeks ago
Tauranga, Bay of Plenty, New Zealand CGR Services Full timeKPMG New Zealand is part of the international KPMG network, one of the world's leading professional services organisations. We provide audit, tax, and advisory services to individuals, SMEs, not-for-profit organisations, multi-nationals and government agencies. Our people experience is anchored in a clearly articulated purpose of 'Fuelling New Zealand's...
-
Alternative Assets Coordinator
2 weeks ago
Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Full timeRole SummaryThe Alternative Assets Coordinator will provide administrative support to the Craigs Specialised Wealth Advisory Team (SWAT), focusing on corporate services for Craigs' historical private equity funds and operational tasks associated with alternative assets. The role involves working closely with investment advisors to service our client base.Key...
-
Financial Services Coordinator
3 days ago
Tauranga, Bay of Plenty, New Zealand beBee Careers Full timeKey Areas of FocusAs a Private Wealth Assistant, you will be responsible for providing administrative and organisational support to our Investment Advisers, acting as a pivotal support function in our offices.Key Tasks Include:Preparing reports and updates for Investment AdvisersData and information managementManagement of client filesStaying up to date with...
-
Office Coordinator Lead
2 weeks ago
Tauranga, Bay of Plenty, New Zealand Cgr Services Full timeResponsibilities">The successful candidate will provide comprehensive administrative support to ensure the seamless functioning of the Private Enterprise division. This includes managing relationships with internal and external stakeholders, ensuring effective communication and coordination. The role also involves organising and managing diaries, scheduling...
-
Business Operations Specialist
2 weeks ago
Tauranga, Bay of Plenty, New Zealand Cgr Services Full timeAbout Cgr Services">Cgr Services is part of the international KPMG network, one of the world's leading professional services organisations. We provide audit, tax, and advisory services to individuals, SMEs, not-for-profit organisations, multi-nationals and government agencies. Our people experience is anchored in a clearly articulated purpose of 'Fuelling...
Private Wealth Services Coordinator
2 weeks ago
Job Description
Craigs Investment Partners is 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 tasks include:
- Preparing and distributing reports and updates
- Data and information management
- Management of client files
- Ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
- Supporting the quarterly portfolio report process
Benefits of Working with Us
We offer a range of benefits, including comprehensive health insurance, 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, savings benefits, and preferential insurance rates.
About the Team
You will be part of a close and growing team that is passionate about financial markets and what they do. We are stronger together and strive for excellence in everything we do.
