Trustee Team Lead

2 weeks ago


Wellington, Wellington, New Zealand Public Trust Full time

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.

Purpose of the role
This is a permanent position which will take responsibility for managing a small team.

The Trustee Team Lead is a strategic role ensuring that balance is achieved at our customer centres by keeping our people at the heart, providing a great customer experience, and ensuring we remain a financial sustainable business.

The Trustee Team Lead coaches a team of Associate Trustees and Trustees to deliver great customer experiences and work as a cohesive team.


  • Responsibility for daytoday coaching and workflow management
  • Managing your team's performance and development
  • Being accountable for the team's overall performance
  • You will play an active role in business development activities and champion our values and strategic aspirations.
  • You will also manage a portfolio of medium to high complexity customers across a range of products and services.

What we're looking for

  • Trustee or related industry experience is an advantage
  • Experience resolving emotionally challenging or confrontational customer situations
  • Knowledge and experience of coaching and mentoring team members to proactively share knowledge, inspire, motivate and build trust
  • Ability to have difficult conversations, preferably within a team around nonperformance however customer examples of difficult conversations are also relevant
  • 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 problemsolve, as well as having integrity and resilience are integral to being successful in this role.

About Public Trust
At Public Trust we help New Zealanders protect what matters most to them and their whānau.

Our wide range of services make the tricky parts of life a little simpler, so our customers can get back to doing what they love.

Our retail business works with customers on their estate plans - predominantly by writing wills, enduring powers of attorneys and trusts - either in our branches or via our online service.

We also manage and administer estates, carrying out the wishes laid out in our customers' wills. We are the largest estate administrator in the country, and it is our core business activity.

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.


Job Details
Reference #
31647

Posted on
19 Jan 2023

Closes on
06 Feb 2023

Location(s)
Wellington, Central Wellington, Lower Hutt, Porirua, Upper Hutt

Expertise
Administration, Customer Service, Estate Management, Supervisory/Management, Trustee Services, Wills

Job level(s)
Experienced

Work type(s)
Permanent, Full Time

Job Types:
Full-time, Permanent
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