Location
Job description
Craigs Investment Partners is a New Zealand investment advisory and wealth management firm that provides financial advice, portfolio management, brokerage, and capital markets services to private clients, businesses, and institutions nationwide.
Job Title: People & Culture AdvisorLocation: Wellington, New ZealandWork Type: Full-time Classification: Human Resources & Recruitment / HR Advisory About the RoleWe are looking for a precision-driven Custodial Administrator to oversee the settlement, verification, and safekeeping of client asset portfolios within our wealth management division. This mid-level role offers a clear advancement track for securities registry officers, banking administrators, or finance graduates ready to specialize in investment operations. Based in our corporate office, you will act as the vital link between our frontline investment advisers and our back-office clearing systems, ensuring flawless transaction execution and strict regulatory compliance. Key Responsibilities:Trade Settlement & Reconciliation: Audit, process, and clear domestic and international security transactions, ensuring prompt settlement against exchange deadlines.Asset Lifecycle Administration: Manage corporate actions, dividend allocations, and multi-currency portfolio transitions across private wealth accounts.Tax Reporting & Compliance: Coordinate PIE tax calculations, foreign withholding tax adjustments, and resident withholding tax (RWT) data extraction for client reporting cycles.Operational Risk Escalation: Identify transaction breaks, settlement failures, or compliance anomalies, escalating them immediately with clear diagnostic notes to senior risk and clearing managers.Adviser Platform Support: Guide regional advisory teams through account onboarding mechanics, custom asset transfers, and custodial platform tools, simplifying intricate market rules into clear workflows. What We Are Looking For:Background: Background in financial services administration, share registry operations, custodial banking, or investment operations.Systems & Tools: High proficiency with wealth management databases, portfolio accounting software, excel modeling, and secure financial messaging systems.Analytical Rigor: Exceptional attention to detail combined with the deductive reasoning needed to rapidly resolve data mismatches and ledger discrepancies.Professional Articulation: Excellent written and verbal communication skills, with a track record of translating complex market mechanics into clear, actionable advice for internal stakeholders.Pay: From $5,800.00 per monthBenefits:
Work Location: In person
Job Title: People & Culture AdvisorLocation: Wellington, New ZealandWork Type: Full-time Classification: Human Resources & Recruitment / HR Advisory About the RoleWe are looking for a precision-driven Custodial Administrator to oversee the settlement, verification, and safekeeping of client asset portfolios within our wealth management division. This mid-level role offers a clear advancement track for securities registry officers, banking administrators, or finance graduates ready to specialize in investment operations. Based in our corporate office, you will act as the vital link between our frontline investment advisers and our back-office clearing systems, ensuring flawless transaction execution and strict regulatory compliance. Key Responsibilities:Trade Settlement & Reconciliation: Audit, process, and clear domestic and international security transactions, ensuring prompt settlement against exchange deadlines.Asset Lifecycle Administration: Manage corporate actions, dividend allocations, and multi-currency portfolio transitions across private wealth accounts.Tax Reporting & Compliance: Coordinate PIE tax calculations, foreign withholding tax adjustments, and resident withholding tax (RWT) data extraction for client reporting cycles.Operational Risk Escalation: Identify transaction breaks, settlement failures, or compliance anomalies, escalating them immediately with clear diagnostic notes to senior risk and clearing managers.Adviser Platform Support: Guide regional advisory teams through account onboarding mechanics, custom asset transfers, and custodial platform tools, simplifying intricate market rules into clear workflows. What We Are Looking For:Background: Background in financial services administration, share registry operations, custodial banking, or investment operations.Systems & Tools: High proficiency with wealth management databases, portfolio accounting software, excel modeling, and secure financial messaging systems.Analytical Rigor: Exceptional attention to detail combined with the deductive reasoning needed to rapidly resolve data mismatches and ledger discrepancies.Professional Articulation: Excellent written and verbal communication skills, with a track record of translating complex market mechanics into clear, actionable advice for internal stakeholders.Pay: From $5,800.00 per monthBenefits:
- Employee mentoring program
- Health insurance
- Housing allowance
- Life insurance
- Professional development assistance
- Referral program
- Visa sponsorship
- Vision insurance
Work Location: In person
