Private Wealth Assistant

Role overview

The Gore office is seeking a polished, approachable, and dependable Private Wealth Assistant to create a strong first impression for clients and support the local team. This is a permanent full-time role based in Gore, Southland, New Zealand, with working hours from Monday to Friday, 8:30am to 5:00pm.

In this position, you will provide administrative and organisational assistance to Investment Advisers, helping them manage client activity, prepare materials, and keep day-to-day operations running smoothly. The role also involves maintaining accurate information, supporting reporting tasks, and ensuring work aligns with company policies and regulatory expectations.

What you will do

• Draft letters, correspondence, and other documents for Investment Advisers.
• Keep adviser files and supporting records organised and up to date.
• Help prepare for client meetings and attend meetings when needed.
• Support clients with the steps required to open accounts.
• Manage diaries and organise travel for Investment Advisers.
• Carry out ongoing due diligence so tasks comply with AML obligations and procedures.
• Assist with the quarterly portfolio reporting cycle.
• Help coordinate client events and functions when required.
• Welcome visitors professionally and courteously.
• Handle incoming telephone calls.

What we are looking for

This role suits someone with strong administrative capability who can handle a varied workload. You should be comfortable learning new systems and processes quickly. Familiarity with Microsoft Outlook, Word, and Excel is useful, and experience with CRM systems would be an added advantage.

Ideally, you will have at least one year of relevant experience in a financial services setting, though this is not mandatory.

Benefits

• Comprehensive health insurance.
• A paid community volunteer day each year.
• An additional week of leave, subject to conditions.
• Leave entitlements such as sick leave, bereavement leave, and family violence leave available from the first day of employment.
• 26 weeks of paid parental leave top-up for eligible primary carers.
• Long service leave.
• Annual health check and flu vaccinations.
• Access to savings benefits and preferential insurance rates.

About the employer

Craigs Investment Partners is a large, award-winning investment advisory business with 22 offices across New Zealand and more than 600 employees. The organisation provides advice and solutions to private investors, corporate clients, and institutional clients.

The company emphasizes teamwork, excellence, putting people first, and doing the right thing. It also aims to create a workplace where employees feel they belong, are valued, and can do their best work while supporting both internal and external communities.

Application process

Applications are reviewed as suitable candidates apply, so early interest is encouraged. A completed online company questionnaire is required for the application to be accepted.