Greenlane, AucklandFull-time, PermanentWhat we do takes trust. Every day, people throughout New Zealand trust us to take care of what is important to them. After all, we've been building trust with kiwis for 145 years and counting.Public Trust's commercial unit is a team dedicated to providing a superior end to end service for Public Trust's high value customers. We help our customers manage their family assets, wills, PPPR/PA, estates and trusts in order to plan for their future. Our aim is not only to be trusted advisors through the lifetime of our commercial customers, but industry leaders.With extensive training, support, and opportunities for career progression, why not join Public Trust as our newest Client Advisor and start your career securing the future of other New Zealanders?About our Client AdvisorsOur Client Advisor's will work with our wider commercial team to connect with our commercial customers to understand their needs by providing appropriate solutions and an end to end service. Along with our Client Manager and Senior Client Advisors, you will provide advice and help our customers manage their family assets, wills, PPPR/PA, estates and trusts in order to plan for their future.In this varied role, the Client Advisor will deal with customer's face to face, work on files and provide administrative support to the wider team.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 role can be based at either Greenlane in Auckland or Wellington CBD.What we need from youPrevious experience as a Trustee or Legal Executive would be ideal ORExperience in a trusts, legal, banking, finance or insurance roleExcellent verbal and written communicationStrong interpersonal skills, with the confidence to work in emotionally sensitive settingsExposure to basic accounting concepts would be advantageousWhat we can offerPublic 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.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 ApplyApplications must be submitted via our careers site ***** 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 Wednesday 22nd April, 5pm, however applicants will be reviewed as they are received and interviews may commence prior to the close date.
