Public Trust Looking for Associate Trustee at Auckland City, Auckland Full Time

Associate Trustee
At Public Trust, caring for people is the lifeblood of our organisation and at the centre of everything we do. Over the last 149 years we’ve supported thousands of families and businesses to look after what is important to them.
If you are empathetic, can build relationships with a wide range of people and have great administrative skills, then you could be the perfect fit for our well-established team of Trustees.
With extensive training, support, and opportunities for career progression, why not become a Trustee at Public Trust?
About the role
We are seeking someone with great customer care and administrative skills to join our Highbrook customer centre as an Associate Trustee.
Our Associate Trustees form a key part of our trustee teams, partnering with our Senior and Principal Trustees to provide exceptional service by connecting with our customers to manage their family assets, wills, estates, power of attorney and trusts in order to plan for their future. In this varied role, you will support the wider team, working with customers face to face and behind the scenes to establish their needs and provide appropriate solutions from Public Trust’s products and services.
This is a unique opportunity that requires someone with a high level of empathy, commercial acumen and exceptional interpersonal skills to work with our customers in what can often be a difficult time for them.
Who we’re looking for
Specialist knowledge of our industry and products is not required as we provide full (extensive!) training; however having a positive attitude, the ability to learn and problem-solve, as well as having integrity and resilience are integral to being successful in this role. We are looking for:

• A dedication to providing exceptional customer care, particularly in emotionally challenging situations
• The ability to self-manage, work flexibly and prioritise work
• Impeccable verbal and written communication
• The ability to learn new processes and systems quickly
• Experience as a trustee or legal executive or in a legal, corporate or administrative role is preferred
• Exposure to basic accounting concepts would be helpful
• Experience working in an environment where time is recorded and invoiced for will also be helpful.

In return
Public Trust are taking the lead in educating New Zealanders on the importance of planning for their future. We offer competitive remuneration, career progression, the chance to work with leading professionals in the areas of family asset planning, wills, estates, trusts and investments, an additional day of leave for your birthday and a wide range of discounts on insurance, banking, travel, car hire and more.
As a part of our extensive learning and development, you will have the opportunity to be enrolled in our Retail Learning Academy – a three month programme that will provide you with learning opportunities to develop you into a fully fledged Trustee.
Our flexible working policy and technology gives our people the opportunity to flex their hours and work from home if needed.
About Public Trust
Public Trust is New Zealand’s largest trustee services organisation. We are proud of what we have achieved over the last 149 years’ and we are passionate about helping thousands of families and businesses look after what is important to them.
By putting our customers at the center of what we do, we help New Zealanders preserve the present and secure their future. We provide specialist advice on a full range of estate planning services including; legal, financial, investment, trusts and estate protection.
Our values are: People are at the heart of everything we do | We make the tricky seem simple | We are better when we work together | We have the courage to make a difference.

For further information, please refer to the position description in the first instance. For all other queries please email [email protected]

Job Details
Reference #
30827

Posted on
03 Aug 2022

Closes on
17 Aug 2022

Location(s)
Auckland, Auckland CBD, Greenlane, Highbrook, NorthWest/Westgate, Orewa, Takapuna

Expertise
Administration, Client Services, Customer Service, Estate Management, Trustee Services, Wills

Job level(s)
Entry/graduate, Experienced

Work type(s)
Permanent, Full Time

Job Types: Full-time, Permanent