Trustee

6 days ago

Christchurch, New Zealand Public Trust Full time

**Ko wai mātou | About us**

At Public Trust we're all about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.

As New Zealand's largest and most experienced trustee services organisation, we've been helping Kiwi to build and protect their legacies since 1873 through specialist advice and care across a range of estate management, trust, charities and investment services.

Take a look at our website and You Tube videos to find out more about us

Are you passionate about helping people plan for their future and manage their financial affairs? Join our team as a Trustee at Public Trust in Christchurch, where you'll play a key role in supporting our customers with their estate planning and financial management needs.

**About the Role**

As a Trustee, you will be a key member of our Customer Centre team, helping our customers plan for their future and manage their current financial affairs. Each day will bring new challenges and opportunities to make a difference.
- Spend time with customers to understand their needs and help them write wills or enduring powers of attorney.
- Manage Trusts for customers, ensuring they meet their obligations and are fit for purpose.
- Hold the primary relationship with customers, managing their experience end-to-end.
- Work across a range of products and services, including the administration of wills, estates, trusts, and enduring powers of attorney.
- Coach junior team members as your experience grows.

**About You**

You are passionate about creating amazing customer experiences and have a positive attitude. Your empathy and resilience will help you thrive in this role, along with your critical thinking and problem-solving skills.
- Skilled in critical thinking and problem-solving.
- Detail-oriented and comfortable using technology.
- Experienced in estate administration, relationship management, or client contracts.
- Interested in working with communities, social services, health organisations, or support services.

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

At Public Trust, we have a strong sense of purpose and shared values that puts people at the heart of everything. We offer an inclusive, flexible and collaborative work environment, underpinned by our culture of care.

Our people love that they're making an impact for our customers, communities and New Zealand. You'll have access to a competitive salary and ongoing development opportunities, and we offer a range of great benefits, including;
- ** Learning and development**You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study.
- **Leadership development**We offer a leadership development programme for those in people leader roles.
- **Wellbeing**Our award-winning wellbeing programme provides access to a variety of wellbeing experiences
- **Birthday Leave**Take a paid day off for your birthday
- **Protecting what matters most**You can get your will and enduring power of attorney sorted for free.

At Public Trust, you'll have the chance to make a real difference in the lives of New Zealanders by helping them build and protect their legacies.

**How to apply**

**Job Details**:

- Reference #
- 36086
- Posted on
- 18 Jun 2025
- Closes on
- 02 Jul 2025
- Location(s)
- Christchurch
- Expertise
- Customer Service, Estate Management, Trustee Services, Wills
- Job level(s)
- Entry/graduate, Experienced
- Work type(s)
- Permanent, Full Time

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