Private Wealth Assistant -Superannuation & Savings

Applications Closed

Bay of Plenty - Tauranga

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 150 Investment Advisers, CIP offers solutions and advice to both private investors, corporate and institutional clients. 

We currently have a superb opportunity for a strong administrative professional with an interest in financial services to join our successful Tauranga based Superannuation and Savings Desk (SSD) as a Private Wealth Assistant. 

Private Wealth Assistants (PWAs) are required to assist their fellow team members on the SSD, including Investment Advisers, in the effective and efficient functioning of their roles. 

The position is a key client liaison role which includes the answering client queries, transaction processing and the provision of administrative support to the adviser(s) and clients. The PWA should develop and maintain a good knowledge of CIP products, services and processes, including KiwiSaver. They will act as the first point of contact for any queries from internal and external clients. 

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. 

Tasks include but are not limited to:

· Preparing correspondence and other documents 

· Maintaining files and documentation in support of Investment Advisers

· Proactively assist Advisers with client meeting preparation and attendance at client meetings as required 

· Assisting clients with account opening requirements

· Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures

· Assisting in client function organisation when required

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. 

Previous financial sector experience, including a Tertiary qualification will be highly advantageous as well as an understanding of industry regulation and terminology. 

Applicants should have at least one year of relevant work experience within a financial services environment. 

If this sounds like you, please submit your application now. 

Please note, for your application to be received you must register online and complete the company questionnaire.