Specialist Trustee

**Ko wai mātou | 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. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau. Whether it be planning how they want to pass on what matters most to them - their music collection, family heirlooms or KiwiSaver savings - or making sure their wishes are carried out after they're gone, Public Trust is here to help.

**Ko te tūranga mahi | About the role**

We are seeking a Specialist Trustee to join our Rural Properties team in the Hawkes Bay (or adjacent areas) In this role, you will support Public Trust by providing exceptional, professional, customer-focused service for rural land and farm operations within complex estates, trusts, and PA/PPPRs. You will partner with trustees and supporting teams to ensure exemplary service and an excellent customer experience. This is a varied and challenging role, and responsibilities include:

- ** Trustee Management**: Provide end-to-end advisory services, including investment strategies, estate planning, trust administration, and PA/PPPR management.
- ** Contract Management**: Manage high-complexity rural property contracts and proactively generate revenue growth opportunities.
- ** Customer Experience**: Deliver outstanding customer service, resolve complaints, and ensure customer feedback is managed appropriately.
- ** People Leadership**: Manage and coach farm managers, ensure compliance with employment and health & safety policies, and lead the employment process for farm employees.
- ** Farm Responsibilities**: Conduct farm inspections, manage relationships with lessees, sharemilkers and farm advisors, manage budgets, ensure compliance with legislation, and oversee sale or purchase processes if required.
- ** Teamwork**: Collaborate with colleagues to ensure the success of the Rural Properties team and share knowledge and best practices.

**Ko wai koe | About you**

You will need to be comfortable working as a part of a remote team where your team and leadership interactions may predominantly take place online. Ideally you will possess the following attributes:

- 4+ years in a customer-facing financial services/legal role/Accounting role
- Trustee industry/estate administration experience
- Background or interest in the farming industry.
- Strong time management and prioritisation skills
- The ability to have quality conversations with stakeholders and communicate well in writing
- Strong interpersonal skills
- Strong commercial acumen, valuing time and effectively managing the fees and costs of estate delivery
- Proven ability to resolve complex challenges

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

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.

**Me pēhea te tono mai | How to apply**

**Job Details**:

- Reference #- 34886- Posted on- 23 Sep 2024- Closes on- 07 Oct 2024- Location(s)- Hastings, Masterton- Expertise- Accounting, Administration, Customer Service, Estate Management, Farms, Trustee Services- Job level(s)- Experienced- Work type(s)- Permanent, Full Time