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
As a Trustee, you will have a unique opportunity to care for New Zealanders by helping them protect their families and their future. You will join a team of 200 across New Zealand, providing advice and guidance on Estate management, Wills, Enduring Power of Attorneys, Personal Assistance, and Trusts. As a key member of our Retail team, you will:
- Work a hybrid role between our Palmerston North and Whanganui centre
- Ensure customers receive exceptional service during estate planning conversations, identifying key needs, and offering solutions.
- Provide administrative support to Principal and Senior Trustees, including preparing probate applications, organising repairs and maintenance for ongoing estates, and other necessary tasks.
- Maintain accurate customer information and protect sensitive data.
- Conduct Wills and Enduring Power of Attorney interviews for straightforward cases.
- Maintain regular contact with customers and ensure all activities are appropriately recorded.
- Offer outstanding customer service, build trust, and resolve complaints with the customers' best interests at heart.
- Contribute to a positive team culture by role modelling Public Trust's values and supporting the customer centre in reaching its goals.
- Provide front-of-house support and undertake general office administration on a rostered basis.
The base salary range for this role is $75,387 + 3% Kiwisaver Contribution.
Ko wai koe | About you
You are passionate about creating amazing customer experiences, with a positive attitude, empathy, and resilience. You excel at building rapport, listening and showing empathy with customers and colleagues.
- Experience in estate administration, either through professional roles or personal experience managing a loved one's estate.
- Interest or experience in working with communities, social services, health organisations, or support services.
- Experience working with customers during significant moments in their lives.
- Ability to work unsupervised, problem-solve, show initiative, and collaborate with colleagues.
- Previous experience in a trustee, legal, or financial services role is a plus, as is an understanding of basic accounting concepts.
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.
