Private Wealth Manager Assistant

2 weeks ago


Hamilton, Waikato, New Zealand Qjumpers Full time

Work with Us

Craigs Investment Partners is a dynamic and growing investment advisory firm, committed to providing exceptional service to our clients. We are seeking a highly skilled and motivated individual to join our team as a Private Wealth Assistant.

About the Role

As a Private Wealth Assistant, you will provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices. Key responsibilities include:

  • Preparing and distributing reports and updates
  • Managing client files and remaining up to date with regulatory/compliance requirements
  • Providing high quality administrative support to our Investment Advisers

What We Offer

We offer a competitive salary and benefits package, including comprehensive health insurance, paid volunteer day and additional week of leave. Our team values work-life balance and flexible work options.


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