Jobs Listing Branding
Company Craigs Investment Partners
Location Auckland City, Auckland
Listed Thu 8 Feb, 10:00 am
Type Full time, Permanent
Reference QJ37306
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.

We currently have a great opportunity for an experienced administrator to join our dynamic Auckland team.

Adviser Assistants provide a pivotal support function in our offices. We are seeking an Adviser Assistant to work closely with one of our teams of 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. Adviser Assistants also support Advisers as they 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 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.

For a copy of the Job Description visit https://www.qjumpers.co.nz/37306/desc/

Applicants for this position should have NZ residency or a valid NZ work visa.
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