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Wealth Management Assistant
2 weeks ago
The Opportunity
Craigs Investment Partners is seeking a skilled and enthusiastic Private Wealth Assistant to join our dynamic team. As a key support function, you will play a vital role in providing high-quality administrative support to our Investment Advisers and contributing to the growth and success of our business.
Your Key Responsibilities
- Managing client data and information, ensuring accuracy and confidentiality
- Preparing documents and reports, including quarterly portfolio updates
- Providing administrative support during client meetings and transactions
- Coordinating travel arrangements and diary management
About Us
Craigs Investment Partners is a leading investment advisory firm that offers solutions and advice to private investors, corporate, and institutional clients. We are committed to creating an environment where our people feel valued and supported.
