Financial Services Administrator

2 days ago


Hamilton, Waikato, New Zealand Qjumpers Full time

About Us Craigs Investment Partners is a multi-award-winning investment advisory firm, one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, we offer solutions and advice to both private investors, corporate and institutional clients.

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.

The Role

We are seeking a professional, friendly, enthusiastic, and reliable individual to provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices. Key areas of focus include:

  • Preparing and distributing reports and updates
  • Data and information management
  • Managing client files and remaining up to date with regulatory/compliance requirements

Tasks include but are not limited to:

  • Maintaining files and documentation in support of Investment Advisers
  • Assisting Advisers with client meeting preparation and attendance at client meetings as required
  • Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures

About You

This 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.



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