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- Tasks: Support Investment Advisers with admin tasks and client interactions in a dynamic team.
- Company: Join Craigs Investment Partners, a leading investment advisory firm in New Zealand.
- Benefits: Enjoy flexible work options, extra leave, subsidised parental leave, and health benefits.
- Why this job: Be part of a supportive culture that values teamwork and community impact.
- Qualifications: Experience in financial services is a plus, but not essential; adaptability is key.
- Other info: Full-time role with a friendly team in central Christchurch.
The predicted salary is between 28800 - 43200 £ per year.
Our Christchurch team is looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. Based in our central Christchurch office, this is a permanent full-time position working 8.30am to 5.00pm, Monday to Friday.
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 assisting them with day-to-day client transactions.
Key areas of focus include:
- Preparation and distribution of reports and updates
- Data and information management
- Management of client files
- Remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures
Tasks include but are not limited to:
- Preparing correspondence and other documents for Investment Advisers
- Maintaining files and documentation in support of Investment Advisers
- Proactively assisting Advisers with client meeting preparation and attendance at client meetings as required
- Assisting clients with account opening requirements
- Diary management and travel arrangements for Investment Advisers
- Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
- Supporting the quarterly portfolio report process
- Assisting in client function organisation when required
- Greeting visitors in a courteous and welcoming way
- Answering of telephones
This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. The ability to adapt to new systems and processes quickly, knowledge of Microsoft Outlook, Word and Excel, as well as experience in CRM would be beneficial.
Ideally, candidates would have at least one year of relevant work experience within a financial services environment, however this is not essential.
Permanent role, full time hours, flexible work options, additional weeks leave each year (conditions apply), subsidised parental leave, annual health check, savings benefits and preferential insurance rates.
Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 20 offices located throughout the country and over 600 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.
We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients:
- We are stronger together
- We strive for excellence
- We put people first
- We do what’s right
If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.
Private Wealth Assistant - Christchurch employer: Craigs Investment Partners Limited
Contact Detail:
Craigs Investment Partners Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Private Wealth Assistant - Christchurch
✨Tip Number 1
Familiarise yourself with the financial services industry, especially investment advisory roles. Understanding the basics of wealth management and client relations will help you stand out during interviews.
✨Tip Number 2
Network with professionals in the financial sector, particularly those working at Craigs Investment Partners or similar firms. Attend industry events or connect on LinkedIn to gain insights and potentially get referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed multiple tasks or projects in previous roles. Be ready to discuss these experiences during your interview.
✨Tip Number 4
Show your enthusiasm for the role by researching Craigs Investment Partners' values and recent achievements. Be prepared to discuss how your personal values align with theirs during the interview process.
We think you need these skills to ace Private Wealth Assistant - Christchurch
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience, especially in administrative roles or financial services. Emphasise skills like organisation, communication, and proficiency in Microsoft Office.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific reasons why you want to work at Craigs Investment Partners and how your skills align with their values.
Highlight Relevant Experience: In your application, focus on any previous roles where you provided administrative support or worked in a client-facing position. Use examples to demonstrate your ability to manage tasks effectively.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Private Wealth Assistant role.
How to prepare for a job interview at Craigs Investment Partners Limited
✨Research the Company
Before your interview, take some time to learn about Craigs Investment Partners. Understand their values, services, and recent news. This will help you tailor your answers and show genuine interest in the company.
✨Prepare for Common Questions
Anticipate questions related to your organisational skills, experience in financial services, and how you handle client interactions. Practising your responses can help you feel more confident during the interview.
✨Showcase Your Skills
Highlight your proficiency in Microsoft Outlook, Word, and Excel, as well as any experience with CRM systems. Be ready to provide examples of how you've used these tools in previous roles to support your team or clients.
✨Demonstrate a Team Player Attitude
Since the role involves working closely with Investment Advisers, emphasise your ability to collaborate and support others. Share examples of how you've contributed to a team environment in the past.
