About the Role
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...
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