Nelson, NelsonPermanentDo you have a background as a trustee or legal executive or experience with trusts, legal, banking, customer management, finance, insurance or administration? Are you empathetic, with excellent commercial acumen and impeccable interpersonal skills? Then you could join Public Trust's Nelson Team as an Associate Trustee!
About the role:
Based in our centres across New Zealand, our Trustees connect 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, the Associate Trustee will deal with customer's 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.
This vacancy is based at our newly relocated customer centre in Nelson, working with an awesome team.
What we are looking for:
Previous experience as a Trustee or Legal Executive would be ideal OR
Experience in a trusts, legal, banking, finance, insurance or administration 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 but isn't essential.
About Public Trust:
Public Trust is New Zealand's 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 centre 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.
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 newly developedRetail Learning Academywhich will provide you with the skills, knowledge and behaviours required to help continue our transformation. 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.
To Apply:
Applications must be submitted via our careers site https://careers.publictrust.co.nz.
For any queries please email us at **********. (please note: applications must be submitted online via our careers site and will not be accepted by email).
Applications close Sunday 25th August, 5pm, however applications will be reviewed as they are received and interviews may commence prior to the close date so don't delay making an application.
