Senior Trustee, Lower Hutt
Lower Hutt
1d ago

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 our Senior Trustees

Based across New Zealand, our Senior Trustees work with 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, Senior Trustees' deal with customers face to face, generally working on 'medium complexity' files and providing support to the Principal Trustees as well as mentoring Associate Trustees.

This is a unique and varied opportunity that requires someone with a high level of empathy and exceptional interpersonal skills to work with our customers through, what can sometimes be a trying time.

It requires someone with initiative and who has a logical approach to problem solving.

What we need from you :

  • Have prior experience in trusts, legal, banking, finance or financial planning.
  • Previous experience as a Trustee or Legal Executive would be advantageous as would prior exposure to basic accounting concepts.
  • Communicate clearly and be able to meet deadlines
  • Excellent verbal and written communication
  • Strong interpersonal skills
  • Possess strong interpersonal skills, with the confidence to work in emotionally sensitive settings
  • Have the ability to understand, define and resolve a problem
  • What we can offer

    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.

    You will receive learning and development through our internal Learning Pathways programme and training that will provide you with the skills, knowledge and behaviours required to help continue our transformation.

    For any queries please email us at recruitment (Please note : Applications must be submitted online and will not be accepted via email).

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