CAREERS

About the role

We have an opportunity for an Administrator to join our Asset Services team working in our Head Office in Tauranga. This is a full time role, working Monday to Friday.

The Asset Services function is a key role within Craigs Investment Partners.  We primarily serve Custodial Services Limited in maintaining events associated with the asset pool we have under management and facilitate the stockbroking function.   We also have responsibilities to the wider business to ensure assets are set-up and maintained, and corporate action allotments occur.

The primary function of the Asset Services Administrator is to check all assets in Craigs' asset universe are set-up and maintained correctly; to ensure corporate action allotments are reflected on portfolios as close to the allotment date as possible; and to complete pre- and post-hoc income processing checks.  There is also a requirement to collate information related to corporate actions/class actions across global markets for possible actions requiring attention by the Corporate Actions team/Asset Services Manager.

 To be successful in this role you will have: 

• Experience in successfully managing a database and/or has corporate actions experience 
• Display a high degree of accuracy with client information
• Strong organisational, administrative and communication skills (both written and verbal).  
• An ability to adapt to new systems and processes quickly, and 
• Experience with Microsoft Excel, Outlook and Word is essential

 Benefits

• Full time, permanent role
• Central Tauranga location
• Flexible work options 
• Additional weeks leave (conditions apply)
• Subsidised Parental leave
• Annual Health Check
• Long Service Leave
• Savings benefits and preferential Insurance rates

About the Company

Craigs Investment Partners (CIP) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page www.craigsip.com/careers

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply. 

• To download a copy of the job description(s) visit: hoasset-servicesasset-services-administratormar23.pdf

Our Christchurch team is looking for a keen Private Wealth Assistant to join them. 

About the role

Our Christchurch team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. Based in our central Christchurch office, this is a permanent full-time position working 8.30am to 5.00pm, Monday to Friday. 

Private Wealth Assistants provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices. We are seeking a Private Wealth Assistant to work closely with our top performing Investment Advisers, providing high quality administrative support and to assist them with day-to-day client transactions. 

Key areas of focus include the preparation and distribution of reports and updates, data and information management, management of client files and remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures.  Tasks include but are not limited to:

• Preparing correspondence and other documents for Investment Advisers
• Maintaining files and documentation in support of Investment Advisers
• Proactively assist Advisers with client meeting preparation and attendance at client meetings as required 
• Assisting clients with account opening requirements
• Diary management and travel arrangements for Investment Advisers
• Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
• Supporting the quarterly portfolio report process
• Assisting in client function organisation when required
• Greeting visitors in a courteous and welcoming way
• Answering of telephones 

About you 

This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. The ability to adapt to new systems and processes quickly, knowledge of Microsoft Outlook, Word and Excel, as well as experience in CRM would be beneficial. Ideally, candidates would have at least one year of relevant work experience within a financial services environment, however this is not essential.

Benefits

• Permanent role
• Full time hours
• Flexible work options 
• Additional weeks leave each year (conditions apply)
• Subsidised Parental leave
• Annual Health Check
• Long Service Leave
• Savings benefits and preferential Insurance rates

About the Company

Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 650 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?  

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clientsWe are stronger together

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page –   https://craigsip.com/careers 

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.       

• To download a copy of the job description(s) visit: private-wealth-assistant-jdmarch-2023.pdf

About the role

We have a 12 month fixed term opportunity for a Client Services Administrator to join our Client Services team based at our Head Office in Tauranga. The Client Services team are responsible for the day-to-day administration of Craigs Investment Partners (CIP)’s products operated via the NZX Wealth Technology Limited platform including Superannuation, KiwiSaver and savings products. 

The key purpose of the Client Services Administrator  – KiwiSaver Messaging and In-Specie Transfers role is to oversee the B2B API messaging between the Inland Revenue and Craigs Investment Partners (CIP) KiwiSaver products and to manage the transfer of client assets, both internally and externally. Other key components of the role include liaising with adviser network regarding KiwiSaver Employer Chosen Schemes, monthly PIE Tax payments & refund processing, making annual Employer Scheme Insurance payments and creating Employer Scheme Fee Invoicing. 

Working full time hours Monday to Friday, this role would suit someone with excellent administrative experience, outstanding time management skills, and someone who likes to collaborate with the wider team to get tasks done.

Skills and Experience

Suitable candidates will ideally hold a tertiary qualification in either Finance, Business or Administration, or relevant work experience, and able to demonstrate the following:

• Knowledge  and experience working with NZ superannuation schemes (desired)
• Excellent time management and organisational skills
• Proven customer service skills 
• Strong written and verbal communication skills
• High level of accuracy and attention to detail
• Self-starter with the ability to show initiative and work autonomously, as well as within a team
• Intermediate Microsoft Office user

 Benefits

•  Great opportunity to get your foot in the door
• Full time hours
• Flexible work options 
• Central Tauranga location

About the Company

Craigs Investment Partners (CIP) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page www.craigsip.com/careers

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply. 

• To download a copy of the job description(s) visit: client-services-admin---ks-and-in-specie-transfersmar23.pdf

About the Role

We have a 6 month fixed term opportunity for an Account Approval Officer to join our Client Services team based at our Head Office in Tauranga. This is a full-time position working Monday to Friday. 

The role of the Account Approval Officer is to ensure clients of Craigs Investment Partners (CIP) are onboarded in accordance with the Company’s policies and procedures and to a consistently high standard of compliance to meet the requirements set down by the NZX Participant Rules and relevant legislation that may impact on the Company (both domestic and international) such as the Financial Markets Conduct Act and the Code of Professional Conduct for Financial Advice Services.

The primary function of this role involves the approval of all new client accounts to ensure compliance with internal policy as well as performing surveillance functions and responding to queries from the CIP Advisory network.   In addition you will support CIP in mitigating any non-regulatory risks such as fraud and errors and generally ensuring that CIP is meeting consistent compliance standards across the business.

Skills and Experience

• Tertiary qualification in a finance or business related discipline (desirable)
• Previous administration experience 
• AML/CFT knowledge and experience (essential)
• Financial services and/or Compliance experience  
• Excellent time management and organisational skills
• Strong written and verbal communication skills
• High level of accuracy and attention to detail
• Intermediate Microsoft Office user (Word, Excel and PowerPoint)
• Self-starter with the ability to show initiative
  

 Benefits

• Great opportunity to get your foot in the door
• Full time hours
• Flexible work options 
• Central Tauranga location

About the Company

Craigs Investment Partners (CIP) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 600 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page – www.craigsip.com/careers

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply. 

• To download a copy of the job description(s) visit: hooperations-assurance-officermar23.pdf

About the role

A permanent, full-time opportunity has come up for a Payroll and Human Resources Administrator to join our growing People and Performance (P&P) team.  

Based at our Head Office in Tauranga, you will be involved with both Payroll operations and assisting the wider P&P team with human resources administration duties across a variety of tasks, including employee records management, recruitment administration, preparing employment agreements and variations, HR reporting and assisting with projects as required.

This is a vital role which will see you work as part of a collaborative team of 8, supporting close to 650 employees. This is a rare opportunity and would suit someone wanting to expand on their payroll and/or human resources experience. 

The ideal candidate will have an exceptional eye for detail, the ability to work to deadlines, and high levels of discretion in dealing with confidential information.  The ability to communicate effectively (both written and verbal) is also crucial. 

Skills and Experience

Suitable candidates will ideally hold a tertiary qualification in Human Resources or relevant discipline and/or have proven work experience; and be able to demonstrate the following:

• Previous experience in a payroll administration role working with payroll or HRIS systems
• Previous experience in a human resources role
• Proven experience working in a corporate environment
• Excellent time management and organisational skills 
• High level of accuracy, attention to detail and pride in getting things right
• Strong written and verbal communication skills 
• Self-starter with the ability to show initiative 
• Intermediate Microsoft Office user, proficient with Microsoft Excel

  Benefits

• Full time, permanent role
• Central Tauranga location
• Flexible work options 
• Additional weeks leave (conditions apply)
• Subsidised Parental leave
• Annual Health Check
• Long Service Leave
• Savings benefits and preferential Insurance rates

About the Company

Craigs Investment Partners (CIP) is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country with close to 650 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page www.craigsip.com/careers

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.  

• To download a copy of the job description(s) visit: HOPayroll-HR-AdministratorFeb-2022.pdf

Our Palmerston North team is looking for a keen Private Wealth Assistant to join them. 

About the role

Our Palmerston North team are looking for a professional, friendly, enthusiastic, and reliable individual to offer our clients that all important first impression of the Craigs brand. Based in our central Palmerston North office, this is a permanent full-time position working 8.30am to 5.00pm, Monday to Friday. 

Private Wealth Assistants provide administrative and organisational support to our Investment Advisers and act as a pivotal support function in our offices. We are seeking a Private Wealth Assistant to work closely with our top performing Investment Advisers, providing high quality administrative support and to assist them with day-to-day client transactions. 

Key areas of focus include the preparation and distribution of reports and updates, data and information management, management of client files and remaining up to date with regulatory/compliance requirements in accordance with CIP policies and procedures.  

Tasks include but are not limited to:

• Preparing correspondence and other documents for Investment Advisers
• Maintaining files and documentation in support of Investment Advisers
• Proactively assist Advisers with client meeting preparation and attendance at client meetings as required 
• Assisting clients with account opening requirements
• Diary management and travel arrangements for Investment Advisers
• Conducting ongoing due diligence to ensure work is undertaken in line with AML policies and procedures
• Supporting the quarterly portfolio report process
• Assisting in client function organisation when required
• Greeting visitors in a courteous and welcoming way
• Answering of telephones 

About you 

This is a challenging and diverse position, suiting someone who is looking to play a strong support role as part of a close and growing team that is passionate about financial markets and what they do. The ability to adapt to new systems and processes quickly, knowledge of Microsoft Outlook, Word and Excel, as well as experience in CRM would be beneficial. 

Ideally, candidates would have at least one year of relevant work experience within a financial services environment, however this is not essential.

Benefits

• Permanent role
• Full time hours
• Flexible work options 
• Additional weeks leave each year (conditions apply)
• Subsidised Parental leave
• Annual Health Check
• Long Service Leave
• Savings benefits and preferential Insurance rates

About the Company

Craigs Investment Partners (CIP) is a multi award winning investment advisory firm which is one of the largest in New Zealand. With 19 offices located throughout the country and over 650 employees, CIP offers solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?   

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clientsWe are stronger together

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page –   https://craigsip.com/careers 

How to apply

If you are interested in the role, please submit your application online now as we will be interviewing suitable candidates as they apply.      

• To download a copy of the job description(s) visit: private-wealth-assistant-jddec-2022.pdf