Job Description
Craigs Investment Partners in Tauranga is seeking a Private Wealth Assistant to provide administrative and organisational support to our Investment Advisers, based in our central Tauranga office. This permanent full-time role runs 8:30am to 5:00pm, Monday to Friday, supporting day-to-day client transactions and regulatory/compliance activities. You will prepare correspondence, maintain client files, assist with client meeting preparation, and help clients with account opening requirements, #J-18808-Ljbffr
