Wealth Advisory Admin Assistant - Client & Meeting Support
This job is in your area. Enjoy a short commute and work close to home.
Job Description
Craigs Investment Partners is seeking two reliable and enthusiastic professionals to join our Christchurch team in permanent full-time roles. You will play a crucial support role for Investment Advisers, ensuring they can provide the best service to clients from our central office.
The position involves preparing documents, maintaining files, assisting with client meetings, and conducting due diligence in compliance with AML policies. Applicants should ideally have some experience in a financial services environment and be adaptable to new systems and processes.
Benefits include comprehensive health insurance, additional leave, and flexible work options among others.
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