Trustee

At Public Trust, our purpose is to empower all New Zealanders to build and protect their legacies.

Caring for people, both our customers & our people, is at the heart of our culture and at the centre of everything we do.

If you are empathetic, can build relationships with a wide range of people and have experience within the financial services or estate planning industries, 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 with our Whanganui Customer Centre?

Purpose of Role
The Trustee position is an end to end relationship management role for a portfolio of clients.

This is a key role in ensuring the effective running of the Whanganui Customer Centre by being a positive contributor, in addition to providing a great customer experience.

You will be the primary relationship manager for a portfolio of 'less complex' end to end trustee customer relationships, offering a consistent and outstanding level of customer service.

You will provide support to the Principal and Senior Trustees, while contributing to the team culture by modelling our values and working towards our strategic aspirations.

Occasionally there may be a requirement for the successful applicant to work from our Palmerston North Customer Centre.

What we're looking for

• Exposure to estate administration, preferably with exposure to relationship management and administration of client contracts (eg. trusts, agency clients)
• Demonstrated ability to build a rapport, listen and show empathy with customers and colleagues
• Experience working with customers who are emotionally challenging or confrontational
• Have received consistently high or improving customer feedback
• Demonstrated ability to work unsupervised, problem solve, show initiative and collaborate with colleagues
• Proactively manage your own professional development.

Public Trust has a purpose built learning and professional development framework that supports individuals to become trustee experts and progress their career.

Once you join, you'll be guided through a series of formal learning and on the job experiences, supported by experts in the field.

As you become more qualified, the more you'll earn and the more you'll contribute to New Zealanders who need you

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

As a crown entity, we have over 150 years of history as a progressive employer, dedicated to helping New Zealanders preserve the present and secure their legacy for the future.

We provide specialist advice on a full range of estate planning services including legal, financial, investment, trusts and estate protection and aspire to make our services compelling, relevant and accessible to all New Zealanders.

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 # Posted on 29 Mar 2023
• Closes on 12 Apr 2023
• Location(s)
• Wanganui
• Expertise
• Administration, Client Services, Customer Service, Estate Management, Trustee Services, Wills
• Job level(s)
• Entry/graduate, Experienced
• Work type(s)
• Permanent, Full Time

---