Public Trust Looking for Associate Trustee at Masterton, Wellington Full Time

Positive ‘can do’ attitude, enjoys supporting a diverse range of customers, able to think logically through a process and solve problems, savvy with new systems and technology, great verbal and written communication skills.
Does this sound like you? If the answer is yes, then consider joining Public Trust as a Trustee.
At Public Trust, we take pride in our purpose of empowering all New Zealanders to build and protect their legacies. How have we done that for nearly 150 years?
It’s simple: our people. You could be one of them.
About the role
We are seeking someone with great customer care and administrative skills to join our Masterton Customer Centre on a part time basis 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.

This role is part-time, working four hours per day, Monday to Friday.
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.
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]
(Please note: applications must be submitted online via our careers site)

Job Details
Reference #
31006

Posted on
22 Aug 2022

Closes on
05 Sep 2022

Location(s)
Masterton

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

Job level(s)
Entry/graduate, Experienced

Work type(s)
Permanent, Part Time

Job Types: Part-time, Permanent