Financial Analysis Specialist

3 days ago


Auckland, Auckland, New Zealand Public Trust Full time

Public Trust is seeking a dedicated professional to provide specialist services in risk and compliance reviews and financial analysis.

Job Description

This role involves providing financial analysis and input at the associate analyst level for Corporate Trustee Service division. You will support the monitoring of client activity, particularly in relation to regulatory and FMA requirements.

Main Responsibilities:
  • Conduct thorough financial analysis and review reports to ensure compliance with trust deed and statutory requirements.
  • Assist Client Service Managers in monitoring compliance with terms of appointment and associated statutory obligations.

To be successful in this role, you must have strong analytical and numerical skills, with a keen eye for identifying trends and irregularities.

Key Qualifications:
  • Degree or diploma in accounting or finance.
  • Relevant experience in similar roles.

We are looking for someone who can build strong working relationships with both internal and external stakeholders, making complex issues seem simple.

About Us

Public Trust is a leading provider of trustee services in New Zealand. Our mission is to help people achieve their financial goals through trusted advice and guidance.

How to Apply

If you are ready to take on a challenging and rewarding role, please submit your application online via our careers site.



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