Trustee - Nelson or Blenheim
5 months ago
Ko wai mātou | About Us
Public Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau. Whether it be planning how they want to pass on what matters most to them - their music collection, family heirlooms or KiwiSaver savings - or making sure their wishes are carried out after they're gone, Public Trust is here to help.
**We are a values-led organisation. 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
Ko te tūranga mahi | About the 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 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.
Ko wai koe | About you
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. We're looking for applicants with the following skills and attributes:
- 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
Ngā āhuatanga kei a mātou | What we offer
You will be joining a highly collaborative team who are all working towards making a meaningful difference in the lives of New Zealanders. We offer competitive remuneration, birthday leave, exposure to great well-being initiatives, access to partner discounts, and lots of opportunities to develop and grow.
Me pēhea te tono mai | How to apply
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