Digital Trustee
7 days ago
Are you an employee looking for the way back to the Public Trust intranet?
Hybrid working + Regular working hours + Work in a teamInternal career progression + On-the-job skill development/coachingAnnual rem review + Laptop + Day off for your birthday + Wellbeing initiativesWe are seeking someone who is tech-savvy with impeccable communication skills to join our Digital Trustee team. Every conversation you have with our customers is an opportunity to learn more about their needs, hopes, fears, and dreams. You will understand that one size doesn't fit all and will tailor our offerings to meet the unique needs of each customer.
You will work with customers to prepare their will, enduring power of attorney, and statement of wishes documents using our online platform. You will also assist customers who are using our self-serve option by engaging with them using live chat and phone support.
This is a dual role - one where you will work closely with our digital and user experience teams, but will also be part of our wider Retail customer centre network, staying up to date with our products and services.
We provide online support from 8.30 am - 7 pm, so are looking for candidates who are able to work a mix of two shifts, 8.30 am - 5 pm and 10.30 am - 7 pm.
Working from home is an option, particularly in the evening; however, we would like you to be able to work from one of our customer centres most of the time to stay up to date with our products and services and work collaboratively with your team.
Ko wai koe | About you Previous experience in a Trustee or Legal Executive role where you had exposure to wills and enduring powers of attorney, as well as estate management processes, will be advantageous.
A strong understanding of technology is essential, as well as the ability to work independently, problem-solve, and analyse to ensure the best possible experience for our customers.
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, and access to partner discounts.
At Public Trust, we don't just do business; we build legacies. For 150 years we've been woven into the lives of our clients; supporting them through milestones, challenges, and celebrations. Our roots run deep, and our commitment to intergenerational relationships is unwavering.
We are New Zealand's largest trustee organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau.
We will be looking at CVs as they come through and doing interviews with those who are successful prior to the close date. Please note: applications must be submitted online via our careers site and will not be accepted via email. To be considered for this position, you must have a legal right to live and work in New Zealand.
Reference # 35266
Posted on 18 Nov 2024
Closes on 09 Dec 2024
Location(s): New Zealand, Auckland, Auckland CBD, Greenlane, Highbrook, NorthWest/Westgate, Orewa, Takapuna, North Island - Other, Hamilton, Hastings, Kapiti, Masterton, Napier, New Plymouth, Palmerston North, Rotorua, Tauranga, Wanganui, Whakatane, Whangarei, South Island, Blenheim, Christchurch, Dunedin, Greymouth, Invercargill, Nelson, Timaru, Wellington, Central Wellington, Lower Hutt, Porirua, Upper Hutt
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