Associate Trustee

The Associate Trustee is responsible for the delivery of high-quality customer service with low complexity Estate planning and Estate management needs
Our client is New Zealand’s oldest trustee organisation providing independent trustee services since 1873
About the role:
The Associate Trustee is a unique role where you will have the opportunity to combine your administration and customer service skills within a legal environment. You will be joining a positive team culture and a stimulating working environment with people who are passionate about what they do
Key Responsibilities
Manage a portfolio of low complexity customer contracts
Undertake Wills and Enduring Power of Attorney interviews
Offer a consistent and outstanding level of customer service
Build trust by engaging with your customers and actively anticipating and meeting their needs
Monitor your own performance to meet financial, customer and risk targets while develop strategies to ensure achievement
Undertake a variety of contract administration activities to support trustees in the management of their contracts
Key Requirements:
A tertiary qualification in a relevant discipline such as law, accountancy, or commerce is desirable
A proven track record of delivering in an administrator role or customer service position
A team player who is proactive, self-motivated and sociable
Able to build rapport, listen and show empathy with good attention to detail
Uses initiative and is able to work unsupervised
Strong interpersonal and communication skills
A high standard of personal integrity, discretion and tact, maintaining confidentiality
Computer savvy and proficient in Microsoft Office applications especially MS Word and Excel
This is a fantastic opportunity for a recent Finance or Legal Graduate to grow and develop their skill sets
Our client prides themselves on providing a positive culture and work environment for their people. Their values (understanding, Dependable, Proactive and United) form the foundation of their culture and influence their approach to their clients and to each other