Executive Assistant

Role Overview

We have an exciting full-time, permanent position located in Tauranga for an Executive Assistant to provide comprehensive secretarial and administrative support to the Chief Financial Officer (CFO) and Chief People Officer (CPO). This role demands a high level of discretion due to the sensitive and confidential nature of the work. Support may occasionally extend to other Head Office departments and general office duties.

Primary Duties

• Managing calendars and emails, organizing both internal and external meetings.
• Adapting proactively to shifting priorities and tight deadlines.
• Coordinating meetings, preparing agendas, writing minutes, and monitoring follow-up tasks.
• Assisting with board-level documents and executive presentations, including drafting reports and presentations on behalf of the CFO and CPO.
• Maintaining employee shareholder records and processing share transactions.
• Contributing regularly to the company intranet.
• Handling expense claims, accounts, and invoicing.
• Performing other administrative tasks as requested by the CFO and CPO.

Candidate Profile

• Experience in a similar executive support role, preferably within financial services.
• Strong organizational aptitude with excellent written and verbal communication skills along with a keen eye for detail.
• Proficient with Microsoft Word, Excel, Outlook, PowerPoint, and SharePoint.
• Displays initiative, confidence, professionalism, and a customer-focused attitude.
• Exhibits discretion and sound judgment when managing confidential info and documents.
• Flexible and proactive in a fast-paced setting, able to juggle competing demands and meet strict deadlines.

Benefits

• Comprehensive health insurance coverage.
• Community/volunteer day for employees.
• Additional week of leave (subject to terms).
• Immediate entitlement to various leave types such as sick, bereavement, and family violence leave.
• Enhanced parental leave with 26 weeks’ pay top-up for qualifying primary carers.
• Long service leave programs.
• Annual health check and flu vaccination availability.
• Flexible working arrangements.
• Access to savings benefits and preferential insurance rates.

About The Company

Craigs Investment Partners is a leading New Zealand investment advisory business with over 20 offices nationwide and more than 600 employees. Serving private investors, corporations, and institutions, the firm is recognized with multiple awards for excellence. Their culture emphasizes belonging, team growth, client success, and community support with core values centered around unity, excellence, people-first, and integrity.