Private Wealth Assistant - Tauranga
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Summary about this job
Administrative Assistants
Company: Craigs Investment Partners
Location: Bay of Plenty
Work type: Full Time
Salary: n\a
Phone: +64-6-253-2056
Fax: +64-7-742-5737
E-mail: n\a
Site: n\a
Detail information about job Private Wealth Assistant - Tauranga. Terms and conditions vacancy
- Be part of a fantastic team
- Central Tauranga location
Craigs Investment Partners is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 17 offices located throughout the country and over 140 Investment Advisers, Craigs Investment Partners offers solutions and advice to both private investors, corporate and institutional clients.
Our Tauranga branch is currently looking for an experienced administrator to join their growing team.
Private Wealth Assistants provide a pivotal support function in our offices. We are seeking a Private Wealth Assistant to work closely with two of our Investment Advisers, providing high quality administration support to assist with day-to-day client transactions.
Client transactions include:
- Share and bond settlements
- Bank deposits and withdrawals
- Cash ledgers
- FX transactions
This position is primarily responsible for client support, and other than the transactional focus includes the preparation and distribution of reports and updates, data and information management, managing client files and responding to client enquiries. Private Wealth Assistants also help Advisers grow their business and keep up to date with regulatory/compliance requirements in accordance with Craigs Investment Partners policies and procedures.
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 the 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 some experience in CRM would be beneficial. Previous financial sector experience will be highly advantageous but not essential.
If this sounds like you, please submit your application now.
Applications Close: 25-July-2018
For a copy of the Job Description visit https://www.qjumpers.co.nz/42175/desc/