Investment Support Specialist

5 days ago


Hastings, Hawke's Bay, New Zealand Qjumpers Full time

Job Overview
Craigs Investment Partners seeks a dedicated Private Wealth Assistant to provide administrative support to our Investment Advisers. This role involves working collaboratively to prepare and distribute reports, managing data and information, and maintaining client files. Your attention to detail and organizational skills will ensure seamless day-to-day operations.

Your Key Responsibilities Will Include:

  • Preparing and disseminating client reports and updates
  • Managing data and information in accordance with regulatory requirements
  • Maintaining accurate client records and staying current with compliance standards

Beyond the Basics
In addition to your core responsibilities, you will also provide support with correspondence and documentation, proactively assist with client meeting preparation, and contribute to diary management and travel arrangements for our Investment Advisers. Your proactive approach and enthusiasm for learning new systems will make you an invaluable asset to our team.

What We Offer
At Craigs, we prioritize building a culture that values our people and encourages growth. We offer comprehensive health insurance, community days, additional leave options, and savings benefits. If you're eager to develop your career in a supportive and dynamic environment, we invite you to explore this exciting opportunity.



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