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Client Support Associate

2 weeks ago

Tauranga, Bay of Plenty, New Zealand Qjumpers Full time

Job Description:
We are seeking a Client Support Associate to provide administrative and organisational support to our Investment Advisers in our Tauranga office. This is a permanent full-time position working 8:30am to 5:00pm, Monday to Friday. Key areas of focus include the preparation and distribution of reports and updates, data and information management, management of client files and remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures. Responsibilities:

  • Preparing correspondence and other documents for Investment Advisers
  • Maintaining files and documentation in support of Investment Advisers
  • Proactively assist Investment Advisers with client meeting preparation and attendance at client meetings as required 

About You:
This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. 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 beneficial.
About Us:
Craigs Investment Partners 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, 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.