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Associate Trustee – Public Trust – Wellington City, Wellington

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Positive ‘can do’ attitude, enjoys supporting a diverse range of customers, able to think logically through a process and solve problems, savvy with new systems and technology, great verbal and written communication skills.
Does this sound like you? If the answer is yes, then consider joining Public Trust as an Associate Trustee.
At Public Trust, we take pride in our purpose of empowering all New Zealanders to build and protect their legacies. How have we done that for nearly 150 years?
It’s simple: our people. You could be one of them.
About the role
We are seeking someone with great customer care and administrative skills to join our Wellington Customer Centre as an Associate Trustee. This vacancy has come about as a result of an internal promotion.
Our Associate Trustees form a key part of our trustee teams, supporting our Senior and Principal Trustees to provide exceptional service to our customers during what can often be a difficult time for them.
Public Trust’s customer centres support customers to manage their family assets, wills, estates, power of attorney and trusts in order to plan for their future. In this varied role you will work with customers face to face and behind the scenes to establish their needs and support the wider team, mainly in an administrative capacity, to provide appropriate solutions from Public Trust’s products and services.
This is a unique opportunity to begin a rewarding career path as a Trustee and be part of a team dedicated to empowering all New Zealanders to build and protect their legacies.
Who we’re looking for
Specialist knowledge of our industry and products is not required as we provide full (extensive!) training; however we are looking for the following attributes:

  • Attitude is key, we’re looking for someone who is eager to learn, has high expectations of themselves, is willing to take on a wide range of tasks and responsibilities and will make a positive addition to our team
  • A dedication to providing exceptional customer care, particularly in emotionally challenging situations
  • Established administrative skills with a strong knowledge of Microsoft Office (Word, Outlook and Excel)
  • The ability to self-manage, work flexibly and prioritise work
  • Impeccable verbal and written communication
  • The ability to learn new processes and systems quickly
  • Exposure to basic accounting concepts would be helpful but isn’t a must have
  • Some kind of tertiary-level qualification preferred.

In return
Public Trust is taking the lead in educating New Zealanders on the importance of planning for their future. We offer competitive remuneration, career progression, the chance to work with leading professionals in the areas of family asset planning, wills, estates, trusts and investments, an additional day of leave for your birthday and a wide range of discounts on insurance, banking, travel, car hire and more.
As a part of our extensive learning and development, you will be enrolled in our Retail Learning Academy – a three month programme that will provide you with learning opportunities to develop you into a fully-fledged Trustee.
Our flexible working policy and technology gives our people the opportunity to flex their hours and work from home if needed.
About Public Trust
Te Tari Tiaki Iwi | The organisation that takes care of people
Public Trust is New Zealand’s largest trustee services organisation. As an Autonomous Crown Entity, Public Trust was established in 1873 to provide all New Zealanders with independent and reliable trustee services. We have over 400 employees operating from 23 locations and a number of part time and appointment only sites across New Zealand.
Our values are: People are at the heart of everything we do | We make the tricky seem simple | We are better when we work together | We have the courage to make a difference.
For any queries please email natalie.bell@publictrust.co.nz (please note applications cannot be accepted by email and must be submitted via our Careers site). Applications close on 19 July but will be reviewed as they come in and interviews may commence earlier than this date.

Job Details
Reference #

Posted on
05 Jul 2022

Closes on
19 Jul 2022

Central Wellington

Accounting, Administration, Client Services, Customer Service, Estate Management, Trustee Services, Wills

Job level(s)

Work type(s)
Permanent, Full Time

Job Types: Full-time, Permanent

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