Trustee

2 months ago

Christchurch, New Zealand Public Trust Full time

**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.

**Ko te tūranga mahi | About the role**

As a Trustee, you are key member of a Customer Centre team, helping our customers plan for the future and manage their current financial affairs.

Each day is different Some days you will be spending time with customers to understand their needs and helping them write a will or enduring power of attorney. Other days you will visiting clients who need our support to manage their finances. This may involve liaising with solicitors or welfare guardians, making decisions around what to do with their assets to support the care they need, or managing their payments and income to ensure everything is in order. You'll also be managing Trusts for customers, meeting them annually to ensure the Trust is fit for purpose and we/they meet their obligations.

Supported by an in-house team of accountants and solicitors, you'll hold the primary relationship with these customers, managing their experience end-to-end.

You'll be responsible for a group of clients within your customer centre who you'll keep in touch with, ensuring they are kept in the loop of progress or key decisions we are making on their behalf. You won't be going in alone - you'll be assisted by a team of specialists who can respond to any queries you have, as well as your customer centre team leader and manager.

You'll work across a range of products and services including the administration of wills, estates, trusts and enduring powers of attorney, and as your experience grows you will coach junior members of the team.

**Ko wai koe | About you**

First and foremost, you'll be passionate about creating amazing customer experiences. A positive attitude, being naturally empathetic and resilient is a must You'll be doing interesting work that will require you to think critically and problem-solve regularly. Attention to detail and comfort using technology will help you ensure decisions you make are executed to a high standard.
- Exposure to estate administration. This might be exposure to relationship management and administration of client contracts (eg. trusts, agency clients) or it could be you've managed the estate of a loved one or gone through a similar experience of looking after someone matters
- Interest and/or experience in working with communities including experience working in social services, health organisations or support services
- Demonstrated ability to build a rapport, listen, and show empathy with customers and colleagues
- Experience working with customers during moments that matter in their life
- Have received consistently high or improving customer feedback
- Demonstrated ability to work unsupervised, problem solve, show initiative and collaborate with colleagues

Previous experience in a trustee, legal or financial services role is a plus, as is an understanding of basic accounting concepts.

**Ngā āhuatanga kei a mātou | What we offer**

You'll be joining a highly collaborative team where you'll have the opportunity to make a meaningful difference in the lives of New Zealanders. To support you on this journey, we have a purpose-built learning framework - Qualified to Serve - consisting of formal and on-the-job learning, that allows you to 'earn as you learn'. You'll have a personalised development plan and all the support you need to grow your career.

You'll also get, amongst other things, birthday leave, exposure to great well-being initiatives, access to partner discounts, and the opportunity to work in a flex work environment - this includes working from home (WFH) and/or part-time hours to fit the needs of our customers.

**Me pēhea te tono mai | How to apply**

**Job Details**:

- Reference #- 35186- Posted on- 05 Nov 2024- Closes on- 22 Nov 2024- Location(s)- Christchurch- Expertise- Administration, Customer Service, Trustee Services, Wills- Job level(s)- Experienced- Work type(s)- Permanent, Full Time

  • Senior Trustee

    2 months ago

    Christchurch, New Zealand Public Trust Full time

    **Ko wai mātou | About Us** 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...

  • Trustee

    6 days ago

    Christchurch, New Zealand Sheffield Full time

    **Christchurch Based**: - **Rewarding Governance opportunity with leading NGO**: - **Work strategically and collaboratively to change lives** **About The Role**: The Nova Trust Board is seeking to appoint a new Trustee to complement and augment the existing team and work strategically and collaboratively with the Board and Chief Executive to achieve...

  • Corporate Insurance Broker

    9 months ago

    Christchurch, New Zealand Ensure Recruitment Full time

    Great rem package - car & fuel card included - Central Christchurch location - Flexible work hours and WFH This well regarded Insurance Brokerage is currently seeking a Corporate Broker to play a pivotal role in managing a complex portfolio of clients. Working in an entirely collaborative environment, you’ll be operating along side another Senior Broker,...

  • Gifts in Wills Coordinator

    5 months ago

    Christchurch, New Zealand Hato Hone St John Full time

    **Company Description** Ko wai m**ātou**: - **About us**: Hato Hone St John has been serving New Zealanders and working to save lives since 1885. As well as providing Ambulance Services, our programmes and team of over 11,000 staff and volunteers are helping to build strong, resilient communities across the motu; supporting everyone in Aotearoa to live...

  • Nq Insolvency Solicitor

    1 month ago

    Christchurch, New Zealand Douglas Scott Legal Recruitment Full time

    NQ Insolvency Solicitor , Christchurch How about this for an interesting opportunity ? A career within Insolvency Law. You may have trained or be training in Litigation and may wish to branch out into this specialist niche interesting area of law where you'll always be busy. The BCP area of Dorset is an amazing place to live and work. On offer here is a very...

  • NQ Insolvency Solicitor

    1 month ago

    Christchurch, New Zealand Douglas Scott Legal Recruitment Full time

    NQ Insolvency Solicitor , ChristchurchHow about this for an interesting opportunity ? A career within Insolvency Law.You may have trained or be training in Litigation and may wish to branch out into this specialist niche interesting area of law where you'll always be busy.The BCP area of Dorset is an amazing place to live and work.On offer here is a very...

  • Senior Trust Lawyer

    3 days ago

    Christchurch, New Zealand Tyler Wren Full time

    Work from home days - Attractive salary package + benefits - Relocation package on offer My client is based in the heart of Christchurch and looking for a Senior Trust Lawyer to join their Trusts & Estate team. The firm has built an excellent reputation with a long-standing client base in Trusts & Estates Law and leads the way with Trust management, the...

  • Business Manager, Medbury School

    2 days ago

    Christchurch, New Zealand EQI Global Full time

    **Medbury School**: - ** Financial and Administrative Leadership**: - ** Leading Independent Boys Preparatory School**: - ** Christchurch, New Zealand** Medbury Preparatory School aims to be recognised by parents and educators as one of Australasia’s leading preparatory schools for boys. Medbury seeks to unlock every boy’s potential through...

  • Fee Protect Account Manager

    2 months ago

    Christchurch, New Zealand Public Trust Full time

    **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...

  • Kaitiaki X2

    3 months ago

    Christchurch, New Zealand Summerset Full time

    **Company Description**: **You can help bring our villages to life!** At Summerset, from the moment we start developing a village, to when our residents call it home, it’s the passion and dedication of our people that brings our villages to life. We are one team united by being part of something bigger - to bring the best of life to our residents. The...

  • Kaitiaki X2

    3 months ago

    Christchurch, New Zealand Summerset - Care Full time

    **Company Description** You can help bring our villages to life!** At Summerset, from the moment we start developing a village, to when our residents call it home, it’s the passion and dedication of our people that brings our villages to life. We are one team united by being part of something bigger - to bring the best of life to our residents. The way...

  • Kaitiaki X2

    2 months ago

    Christchurch, New Zealand Summerset - Care Full time

    **Company Description** You can help bring our villages to life!** At Summerset, from the moment we start developing a village, to when our residents call it home, it’s the passion and dedication of our people that brings our villages to life. We are one team united by being part of something bigger - to bring the best of life to our residents. The way...

  • Kaitiaki X2

    1 month ago

    Christchurch, New Zealand Summerset Full time

    **Company Description**: **You can help bring our villages to life!** At Summerset, from the moment we start developing a village, to when our residents call it home, it’s the passion and dedication of our people that brings our villages to life. We are one team united by being part of something bigger - to bring the best of life to our residents. The...

  • Senior Education Adviser

    2 months ago

    Christchurch, New Zealand Ministry of Education NZ Full time

    Job Type: Permanent- Location: Christchurch, NZ**Help shape the future of Education** - We work to _**_shape _**_an _**_education _**_system that delivers _**_equitable_**_ and _**_excellent outcomes_** Our organisation is made up of talented and committed people around Aotearoa, from a wide range of backgrounds and cultures. While we work in different...

  • Kaitiaki X2

    2 months ago

    Christchurch, New Zealand Summerset Holdings Full time

    Company Description:You can help bring our villages to life! At Summerset, from the moment we start developing a village, to when our residents call it home, it's the passion and dedication of our people that brings our villages to life. We are one team united by being part of something bigger – to bring the best of life to our residents.The way we work is...

  • Kaitiaki X2

    7 days ago

    Christchurch, New Zealand Summerset Holdings Full time

    Company Description:You can help bring our villages to life! At Summerset, from the moment we start developing a village, to when our residents call it home, it's the passion and dedication of our people that brings our villages to life.We are one team united by being part of something bigger – to bring the best of life to our residents.The way we work is...

  • Kaitiaki X2

    5 days ago

    Christchurch, New Zealand Summerset Holdings Full time

    Company Description:You can help bring our villages to life!At Summerset, from the moment we start developing a village, to when our residents call it home, it's the passion and dedication of our people that brings our villages to life.We are one team united by being part of something bigger – to bring the best of life to our residents.The way we work is...