Tuesday, June 25, 2024

Principal Trustee – Hastings, Hawke’s Bay


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.
In order to deliver on this purpose and provide the best for our people and customers, we are changing the way we do business with each other and our communities. We are seeking a Principal Trustee (our name for a branch manager), to lead our Hawkes Bay Customer Centre located in Hastings, with responsibility for building our business while engaging and motivating a team of 5 staff in our continuously improving environment.
About the role:
You will be responsible for providing leadership to a hardworking team of 5 Associate and Senior Trustees, while supporting and embedding change in the business and executing our strategic plan at a local level.
This is a leadership role, responsible for motivating and leading the team to achieve revenue growth, business development, and exceeding customer satisfaction; while embedding company-wide developments and initiatives such as our culture of care and new ways of working. You will need to be an excellent communicator with proven experience in coaching and mentoring a team. A background in trusts and estate management is not essential as we are open to people leaders who have transferable leadership skills in another industry.
If you are looking for your next leadership role or you are someone who wants to take the next step in your career at an organisation dedicated to its people and customers, then this may be the perfect opportunity for you.
Who we’re looking for:

  • Experience leading, motivating and developing staff to achieve revenue growth and exceed customer satisfaction, including staff who are working remotely
  • Trustee/estate planning experience is desirable but definitely not a must have, leadership experience in another industry is great
  • Ability to manage customer relationships in emotionally challenging circumstances
  • Excellent communication, problem solving and analytical skills
  • Ability to understand customer needs and provide appropriate solutions
  • A high standard of personal integrity, discretion and tact, maintaining confidentiality.

About Public Trust:
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 customer centres and a number of part time and appointment only sites across New Zealand.
Each year we administer around 7,500 estates, manage nearly 4,000 Family Trusts, write over 6,500 Wills, assist over 450 charities and supervise $50 billion in Corporate Trust mandates.
We are a values-led organisation. 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
In return:
Public Trust are taking the lead on educating New Zealanders on the importance of planning for their future. In order to do this we need people who are self-motivated, positive and that genuinely want to make a difference. We offer competitive remuneration, career progression, the chance to work with leading professionals and loads of learning and development.
We offer a range of staff benefits including an additional day of leave for your birthday and a wide range of discounts on insurance, banking, travel, car hire and more. Our flexible working policy and technology enable our people to flex their hours and work remotely.
A contribution to relocation costs will be considered if the successful candidate is relocating.
To Apply:
If you are interested in this role, apply now via our careers site https://careers.publictrust.co.nz. For any queries, please email Sarah at [email protected] (please note: applications must be submitted online via our careers site and will not be accepted via email).
Applications close Monday 24th January 2022 however candidates will be reviewed as they come in and interviews may commence prior.

Job Details
Reference #

Posted on
22 Dec 2021

Closes on
24 Jan 2022

Napier – Hastings

Estate Management, Sales/Advisory, Supervisory/Management, Trustee Services

Job level(s)
Experienced, Management

Work type(s)
Permanent, Full Time

Job Types: Full-time, Permanent


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