Senior Client Advisor

2 weeks ago

Wellington, Wellington, New Zealand Public Trust Full time

Te Tari Tiaki Iwi | The organisation that takes care of people


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.

Public Trust is seeking a Senior Client Advisor to join our Charities Team based in Auckland, Wellington or Christchurch. (this is a hybrid role, with a chance to work remotely 50% of the time)

About Public Trust
Public Trust is New Zealand's largest trustee services organisation.

As an Autonomous Crown Entity, Public Trust was established in 1873 to provide all New Zealanders with independent and reliable trustee services.

We have over 400 employees operating from 23 customer centres and a number of part time and appointment only sites across New Zealand.


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.


About the role
Our Charities Team provides a superior end to end service for Public Trust's charitable trusts.

In this role, you can expect to be working with customers in setting up charitable trusts and managing the ongoing charitable granting process for existing charitable trusts, mentoring and supporting the growth of the teams capability and contributing to the development of raising the team's profile in the community.


Responsibilities include:

  • Providing a superior end to end service for our charitable trusts including the establishment of investment strategies, financial statement preparation and charitable granting
  • Offering a consistent and outstanding level of customer service, building trust by engaging our customers and actively anticipating and meeting their needs
  • Proactively generating and managing appointments for yourself for business development and revenue growth opportunities
  • Monitoring your performance to meet financial, customer and risk targets, and develop strategies to ensure achievement
  • Coaching and mentoring junior members of the team by proactively sharing knowledge, experiences and best practices on trustee matters
  • Contributing to the successful running of the team by collaborating with colleagues to ensure the collective success of the team.

Who we're looking for

  • Experience in charitable trusts, legal and/or financial planning is a preference
  • Previous experience as a Trustee, Solicitor or Legal Executive would be advantageous as would prior exposure to basic accounting concepts
  • Strong planning and administration skills and comfort with systems and technology
  • The ability to have quality conversations with customers and communicate effectively
  • Proven ability to train, mentor and motivate others
  • Have the ability to understand, define and resolve a problem.

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.


Job Details:

  • Reference # Posted on 13 Mar 2023
  • Closes on 27 Mar 2023
  • Location(s)
  • Central Wellington
  • Expertise
  • Accounts Payable/Receivable, Charities, Customer Service, Estate Management, Porfolio Management, Sales/Advisory, Trustee Services
  • Job level(s)
  • Experienced
  • Work type(s)
  • Permanent, Full Time

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