Private Wealth Assistant - Gisborne

Role overview

Craigs Investment Partners is hiring a personable, dependable, and upbeat professional to create a strong first impression for clients at its Gisborne branch. This is a permanent full-time position with working hours from 8:30am to 5:00pm, Monday through Friday.

What the role involves

The Private Wealth Assistant position supports Investment Advisers with day-to-day administration, organisation, and client service tasks. The role plays an important part in keeping office operations running smoothly and helping advisers deliver high-quality service to clients.

Key focus areas

The role centres on preparing and sharing reports and updates, managing information and client records, and ensuring all work follows the company’s policies, procedures, and regulatory and compliance obligations.

Main duties

• Draft and prepare letters, correspondence, and other documentation for Investment Advisers.
• Maintain organised client files and supporting records.
• Help advisers prepare for client meetings and attend meetings when needed.
• Support clients with account-opening steps.
• Handle diary scheduling and travel bookings for Investment Advisers.
• Carry out ongoing checks to ensure work complies with AML policies and procedures.
• Assist with the quarterly portfolio reporting process.
• Help organise client events or functions when required.
• Welcome visitors in a professional and friendly manner.
• Answer incoming phone calls.

What the employer is looking for

This opportunity suits someone who is comfortable in a varied support role and enjoys working in a collaborative team with an interest in financial markets. Being quick to adapt to new systems and workflows will be valuable, as will familiarity with Microsoft Outlook, Word, Excel, and CRM tools.

Previous experience of at least one year in a financial services setting is preferred, although it is not mandatory.

Benefits and rewards

• Comprehensive health insurance.
• A paid volunteer day each year through Community Day.
• An extra week of leave, subject to conditions.
• Access to sick leave, bereavement leave, and family violence leave from the first day of employment.
• 26 weeks of paid parental leave top-up for eligible primary carers.
• Long service leave.
• Annual health checks and flu vaccinations.
• Flexible work arrangements.
• Savings benefits and preferred insurance rates.

About the company

Craigs Investment Partners is a large, award-winning investment advisory firm operating across New Zealand with 22 offices and more than 600 employees. The business provides advice and solutions for private investors, corporate clients, and institutional clients.

Workplace values

The company aims to build a workplace where people feel they belong, are able to contribute their best, and feel appreciated. It also places importance on teamwork, client success, and community support.

• Strong teamwork and collaboration.
• A commitment to excellence.
• People-first thinking.
• Doing the right thing.

Application note

Applications are reviewed as suitable candidates come forward, so interviews may begin before the role is closed.