Client Relationship Manager

Are you an employee looking for the way back to the Public Trust intranet?Public Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses.
As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau.
Whether it be planning how they want to pass on what matters most to them - their music collection, family heirlooms, or KiwiSaver savings - or making sure their wishes are carried out after they're gone, Public Trust is here to help.The Custodial Services Officer role sits within our Corporate Trustee Services team, which is one of the larger corporate trustee teams in the country.
Our team has broad commercial experience in the financial services industry and other business sectors.Our Finance Officer Custodial Services sits as part of our Custody team.
A key focus for this role will be daily cash and asset reconciliations, banking, reporting, and adhering with risk and compliance requirements.Key ResponsibilitiesCompiling and delivering client portfolio reportingInvestment and cash transaction processing, including the preparation and checking of transactionsAnswering operational queries from clientsSupporting Corporate Action processing, where requiredKo wai koe | About youWe will value your inquisitive nature and strong attention to detail and accuracy.
As a logical thinker, you enjoy solving problems by utilising information and data to develop solutions.
Your enthusiasm, customer-focused approach, diligence, and ability to work efficiently within a small team will see you succeed in this role.Our ideal candidate will have:18 months experience within a finance, banking or financial services-based backgroundA relevant tertiary qualification in finance or accounting is preferred.Exposure to the investment industry is an advantageAdvanced Microsoft skills (Word, Excel, Outlook)Strong time and self-management skills, and the ability to work to tight timeframesA confident communicator with strong written and oral skillsPublic 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 genuinely want to make a difference.We offer a variety 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.Please note: applications must be submitted online via our careers site and will not be accepted via email.
To be considered for this position you must have a legal right to live and work in New Zealand.Reference # 35526Posted on 22 Jan 2025Closes on 05 Feb 2025Location(s): Auckland, Auckland CBD, Greenlane, Highbrook, NorthWest/Westgate, Orewa, Takapuna, Wellington, Central Wellington, Lower Hutt, Porirua, Upper Hutt
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