Financial Services Coordinator

2 weeks ago


Wellington, Wellington, New Zealand Public Trust Full time
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.

The Role

We are seeking a highly skilled Custodial Services Officer to join our Corporate Trustee Services team. As a key member of our team, you will be responsible for daily cash and asset reconciliations, banking, reporting, and adhering with risk and compliance requirements.

Key Responsibilities
  1. Client Portfolio Reporting: Compiling and delivering accurate and timely reports to clients.
  2. Investment and Cash Transaction Processing: Preparing and checking transactions to ensure accuracy and compliance.
  3. Operational Queries: Responding to client queries in a timely and professional manner.
  4. Corporate Action Processing: Supporting the processing of corporate actions as required.
About You

We value your strong attention to detail, logical thinking, and problem-solving skills. Your enthusiasm, customer-focused approach, diligence, and ability to work efficiently within a small team will see you succeed in this role.

Requirements
  • 18 months experience within a finance, banking or financial services-based background.
  • A relevant tertiary qualification in finance or accounting is preferred.
  • Exposure to the investment industry is an advantage.
  • Advanced Microsoft skills (Word, Excel, Outlook).
  • Strong time and self-management skills, and the ability to work to tight timeframes.
  • A confident communicator with strong written and oral skills.


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