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Posted 21 August, 2026

Wealth Management Admin & Client Support

Craigs Investment Partners Limited
Gisborne, GIS, NZ Full Time
Reference: ba7eb582e5e62523

Job Description

Craigs Investment Partners Limited is seeking a Private Wealth Assistant in Gisborne. This full-time role supports Investment Advisers with administrative tasks, client transactions, and report preparation, helping to maintain accurate client files and regulatory compliance. The position involves diary management, travel arrangements, and assisting in client meetings. The successful candidate will have CRM experience and proficiency with Outlook, Word and Excel, ideally with at least one year in #J-18808-Ljbffr

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