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Financial Administrator
2 weeks ago
About Craigs Investment Partners
The Craigs Specialised Wealth Advisory Team (SWAT) is dedicated to serving high-value clients across the country. Our team works closely with investment advisors to grow and service our client base, which includes local bodies, iwi, family offices, philanthropic trusts, and charitable organizations.
About The Role
The Financial Administrator will be responsible for managing corporate services for Craigs' historical private equity funds, supporting operational and administrative tasks associated with alternative assets, and assisting with administration and reporting for SWAT clients.
Key Responsibilities
- Manage corporate services for Craigs' historical private equity funds
- Support operational and administrative tasks associated with alternative assets
- Assist with administration and reporting for SWAT clients
Skills And Experience Required
We are looking for candidates with strong company secretary or executive assistant skills and experience. A relevant tertiary qualification, such as finance, accounting, law, business, or administration, is preferred but not essential. Previous experience within the financial services industry is also preferred. The successful candidate will possess:
- A high level of accuracy and attention to detail
- Excellent time management skills
- Strong written communication skills, with the ability to use clear and concise language
- Critical thinking skills
- Proficient with numbers and Microsoft Excel
- Presentation and document creation skills using PowerPoint and Word
