Ko wai mātou | About us
At Public Trust we're all about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.
As New Zealand's largest and most experienced trustee services organisation, we've been helping Kiwi to build and protect their legacies since 1873 through specialist advice and care across a range of estate management, trust, charities and investment services.
Take a look at our website and You Tube videos to find out more about us!
Ko te tūranga mahi | About the role
Are you passionate about financial analysis and risk management? We are looking for an Assurance Analyst to join our Corporate Trustee Services team in Auckland. In this role, you will work closely with client service managers and other team members to provide specialist services in risk and compliance analysis and financial analysis.
Key responsibilities:
- Review and analyse client reporting obligations, including financial statements and disclosure documents
- Monitor compliance with trust deeds and statutory requirements
- Perform assurance testing and participate in client service meetings, as well as monitoring visits when required
- Provide financial and reporting insights to client relationship managers
- Collaborate with other CTS teams to meet collective client supervision goals
- Prepare professional communications and reports for internal and external stakeholders
Ko wai koe | About you
We are seeking a detail-oriented and proactive individual with a strong background in financial services. You have excellent analytical skills, a good understanding of financial markets and investments, and the ability to communicate effectively at all levels.
- Minimum of 3 years' experience in the financial services industry, preferably in Managed Funds, Audit/Risk, or Corporate Trustee roles
- Tertiary qualification in Accounting, Finance, Legal, or a relevant field
- Strong verbal and written communication skills
- Highly skilled in numerical and analytical analysis with an eye for identifying trends and irregularities
- Adopts a risk-based mindset
- You are curious and like to question the "why"
Ngā āhuatanga kei a mātou | What we offer
At Public Trust, we have a strong sense of purpose and shared values that puts people at the heart of everything. We offer an inclusive, flexible and collaborative work environment, underpinned by our culture of care.
Our people love that they're making an impact for our customers, communities and New Zealand. You'll have access to a competitive salary and ongoing development opportunities, and we offer a range of great benefits, including;
- Learning and development You will have opportunities to build your career, access to continuous learning and development, and the option to undertake paid study.
- Leadership development We offer a leadership development programme for those in people leader roles.
- Wellbeing Our award-winning wellbeing programme provides access to a variety of wellbeing experiences
- Birthday Leave Take a paid day off for your birthday!
- Protecting what matters most You can get your will and enduring power of attorney sorted for free.
At Public Trust, you'll have the chance to make a real difference in the lives of New Zealanders by helping them build and protect their legacies.
How to apply
If you're interested in joining our team, apply online now! To be considered for this position, you must have the legal right to live and work in New Zealand.
