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Auckland, Auckland, New Zealand beBee Careers Full timeKey Responsibilities of a Senior TrusteeThe Senior Trustee will be responsible for managing a portfolio of customers requiring trust services, including those with complex personal property and financial affairs. This will involve:Managing customer relationships and providing exceptional service to meet their needs and preferencesIdentifying opportunities to...
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Auckland, Auckland, New Zealand beBee Careers Full timeRole SummaryWe are seeking a skilled and empathetic Trustee Relationship Manager to join our team. As a key member of our PPPR Team, you will play a crucial role in managing the personal property and financial affairs of our clients.About the RoleManage a portfolio of PPPR customers, providing exceptional customer service and building trust with each...
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Auckland, Auckland, New Zealand beBee Careers Full timeAbout This RoleWe are seeking a skilled professional to join our Corporate Trustee Services team, where you will play a crucial role in supporting the delivery of exceptional client experiences.This is an exciting opportunity for someone who is passionate about finance, banking, and financial services, with strong analytical skills and attention to detail....
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PPPR Senior Trustee
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Auckland, Auckland, New Zealand Public Trust Full timeAre you an employee looking for the way back to the Public Trust intranet?At Public Trust, we take pride in our purpose of empowering all New Zealanders to build and protect their legacies.Public Trust is New Zealand's largest and most experienced trustee services organisation. We provide specialist advice and care across a range of trust, estate management...
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Trustee Relationship Manager
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Auckland, Auckland, New Zealand beBee Careers Full timeJob Description:">This role requires managing a portfolio of customers who have appointed Public Trust as their Property Manager.Maintaining regular contact with customers is essential to deliver exceptional customer service and build trust.">About the Role:">We are seeking an adaptable person who can move from different situations and conversations with...
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Portfolio Management Professional
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Auckland, Auckland, New Zealand beBee Careers Full timeJob Summary:">This role involves managing a portfolio of customers who have appointed Public Trust as their Property Manager.Maintaining regular contact with customers is essential to deliver exceptional customer service and build trust.">About the Position:">We are looking for an individual who can use their initiative and be proactive in finding solutions...
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Portfolio Trust Specialist
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Auckland, Auckland, New Zealand beBee Careers Full timeJob DescriptionWe are looking for a highly motivated and organized Portfolio Trust Specialist to join our team. As a key member of our PPPR Team, you will be responsible for managing the personal property and financial affairs of our clients.About YouYou have 4+ years of experience in a related field, such as trustee services or estate management.You possess...
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Legacy Manager
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Auckland, Auckland, New Zealand beBee Careers Full timeSenior Trustee RoleThis position involves managing personal property and financial affairs for customers who have been appointed a trustee. As a Senior Trustee, you will be responsible for providing exceptional customer service, identifying customer needs, and offering appropriate solutions.Main ResponsibilitiesManage a portfolio of customers requiring trust...
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Trust Administration Specialist
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Auckland, Auckland, New Zealand beBee Careers Full timeJob DescriptionWe are seeking a motivated and passionate individual to manage own client portfolio as a Senior Trust Administration Specialist.Key Responsibilities:Prepare trustee, company and partnership resolutions, deeds, share transfer forms, loans, contractsAdminister invoice payments, distributions, loans, private equity investment & bank...
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Customer Advocacy Trustee
4 days ago
Auckland, Auckland, New Zealand beBee Careers Full timeRole Profile:">This position involves managing personal property and financial affairs for customers who have appointed Public Trust as their Property Manager.The successful candidate will ensure that customers and stakeholders receive exceptional customer experience.">About the Candidate:">You will be an adaptable person who can navigate different...
Trustee Portfolio Manager
3 weeks ago
About Us
At Public Trust, we empower New Zealanders to build and protect their legacies by providing specialist advice and care across a range of trust, estate management and investment services.
We are a people business and value diversity in the service of our communities. Our inclusive working environment supports the wellbeing and success of our people.