Investment Advisory Assistant

2 weeks ago


Tauranga, Bay of Plenty, New Zealand Craigs Investment Partners Full time

Role Overview

This is a challenging and diverse position, suiting someone who is looking to play a strong support role. You will be working in our central Tauranga office, providing administrative and organisational support to our Investment Advisers and acting as a pivotal support function in our offices.

Key responsibilities include:

  • Preparing correspondence and other documents for Investment Advisers
  • Maintaining files and documentation in support of Investment Advisers
  • Assisting clients with account opening requirements
  • Greeting visitors in a courteous and welcoming way
  • Answering phone calls

Requirements

The ideal candidate will have excellent communication and interpersonal skills, be able to work in a fast-paced environment, and have a passion for delivering exceptional customer service.

What We Offer

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.



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