Job Description
Craigs Investment Partners in Tauranga is seeking a Private Wealth Assistant to provide high-quality administrative support to our Investment Advisers. Based in our central Tauranga office, you will help with client transactions, reports, data management and AML/compliance tasks. You will coordinate meeting preparation, diary management, travel arrangements, client file maintenance and reception duties, helping maintain a smooth and compliant client service experience. #J-18808-Ljbffr
