Eloise Livingstone
Auckland
Summary
Highly organised Senior Private Wealth Assistant with a proven ability to manage competing priorities and deliver exceptional client experiences. Known for strong time management, efficiency, and a collaborative approach to team success. Brings excellent communication skills and a proactive mindset, with a commitment to supporting both clients and colleagues to a high standard.
Overview
2
2
years of professional experience
Work History
Senior Private Wealth Assistant
Craigs Investment Partners
, Auckland
09.2025 - Current
- Led support for Private Wealth Assistants by providing guidance on processes and operational activities, improving team efficiency and consistency.
- Served as liaison for testing and implementing new processes to enhance efficiency.
Private Wealth Assistant
Craigs Investment Partners
, Auckland
10.2023 - 09.2025
- Delivered seamless onboarding experiences to clients, ensuring satisfaction and engagement.
- Conducted ongoing due diligence to maintain complete and current client information.
- Developed and maintained trusted client relationships as primary contact for non-advisory inquiries.
- Provided support across branch areas to ensure high-quality assistance for advisers and clients.
- Prepared and distributed reports and documentation, managing client responses effectively.
- Met daily client needs, including placing orders, executing FX transactions, and managing account balances.
- Assisted investment advisers with meeting preparations and attended client meetings as needed.
Education
Bachelor of Commerce - Finance And International Relations
Victoria University of Wellington
06-2023
CFA L1 Canditate
03-2026
Skills
- Client relationship management
- Attention to detail
- Time management
- Problem solving
- Team collaboration
Timeline
Senior Private Wealth Assistant
Craigs Investment Partners
09.2025 - Current
Private Wealth Assistant
Craigs Investment Partners
10.2023 - 09.2025
Bachelor of Commerce - Finance And International Relations
Victoria University of Wellington
CFA L1 Canditate