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Private Wealth Assistant

Craigs Investment Partners

Private Wealth Assistant - Auckland

About the job

Craigs Investment Partners (CIP) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 170 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Our highly successful Auckland team is looking for a keen Private Wealth Assistant to join them on a permanent basis.

Private Wealth Assistants provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices. We are seeking a Private Wealth Assistant to work closely with our top performing Investment Advisers, providing high quality administrative support and to assist them with day-to-day client transactions.

Key areas of focus include the preparation and distribution of reports and updates, data and information management, management of client files and remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures.

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