Private Wealth Assistant - Wanaka

About the role

Our Wanaka team are looking for a professional, friendly, enthusiastic, and relaible individual to offer our clients that all important great first experience with the Craigs brand. 

You may be a financial services professional looking to take the next step in your career or have experience working in Private Wealth and seeking a change. Based in our Three Parks 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 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 manageme...