Associate Trustee locations across Auckland
Public Trust
Auckland, Newzealand
5d ago
source : Hireejobs

Associate Trustee locations across Auckland Do you have a background as a trustee or legal executive or experience with trusts legal banking customer service administration finance or insurance Are you empathetic with excellent commercial acumen and impeccable interpersonal skills Then you could join one of Public Trusts Auckland centres as an Associate Trustee We are seeking potential Associate Trustees to join our Auckland centres located in Aucklland CBD Greenlane Takapuna Highbrook Henderson and Orewa About Public Trust Public Trust is New Zealands largest trustee services organisation We are proud of what we have achieved over the last 140 years and we are passionate about helping thousands of families and businesses look after what is important to them By putting our customers at the center of what we do we help New Zealanders preserve the present and secure their future We provide specialist advice on a full range of estate planning services including legal financial investment trusts and estate protection We have spent the last few years transforming our business to ensure we have effective tools in place that enable our employees to be a trusted advisors through the lifetime of our customers About the role Our Trustees connect with our customers to understand their needs and provide appropriate solutions They help our customers manage their family assets wills estates and trusts in order to plan for their future In this varied role the Associate Trustee will deal with customers face to face work on files and provide administrative support to our Senior and Principal Trustees This is a unique opportunity that requires someone with a high level of empathy commercial acumen and exceptional interpersonal skills in working with our customers What we need Previous experience as a Trustee or Legal Executive would be ideal OR Experience in a trusts legal banking finance customer service administration or insurance role Excellent verbal and written communication Strong interpersonal skills with the confidence to work in emotionally sensitive settings Exposure to basic accounting concepts would be advantageous 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 selfmotivated positive and that genuinely want to make a difference We offer competitive remuneration career progression the chance to work with leading professionals in the areas of family asset planning wills estates and trusts and lots of learning and development You will have the opportunity to be enrolled in our new Retail Learning Academy a three month programme that will provide you with learning opportunities to develop you into a fully fledged Associate Trustee To Apply If you are interested in this role apply now via our careers site For any queries please email us at recruitment publictrust co nz Please note Applications must be submitted online via our careers site and will not be accepted via email Please note applications will be reviewed as they come in and interviews may commence prior to the close date so dont delay making an application

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