New Zealand

Senior Trustee – Blenheim, Marlborough

People are at the heart of everything we do | We make the tricky seem simple
We are better when we work together | We have the courage to make a difference
At Public Trust, caring for people is the lifeblood of our organisation and at the centre of everything we do. For nearly 150 years we’ve supported thousands of families and businesses to look after what is important to them.
We couldn’t do this without our Trustees, who connect with our customers to understand their needs and provide appropriate solutions. If you are empathetic, can build relationships with a wide range of people and are commercially savvy, then you could be the perfect fit for our well-established team of Trustees.
With extensive training, support, and opportunities for career progression, why not become a Senior Trustee at Public Trust?
About the role
We are seeking a Senior Trustee to join our Blenheim Customer Centre.
Our Senior Trustees form a key part of our trustee teams, partnering with our Associate and Principal Trustees to provide exceptional service by connecting with our customers to manage their family assets, wills, estates, enduring powers of attorney and trusts in order to plan for their future.
In this varied role, you will support the Principal Trustee on more complex files, while coaching and mentoring our Associate Trustees on less complex work. You will work with customers face to face and behind the scenes to establish their needs and provide appropriate solutions from Public Trust’s products and services.
This is a unique opportunity that requires someone with a high level of empathy, commercial acumen and exceptional interpersonal skills to work with our customers in what can often be a difficult time for them.
Who we’re looking for
Specialist knowledge of our industry and products is not required as we provide training, however having a positive attitude, the ability to learn and problem-solve, as well as having integrity and resilience are integral to being successful in this role. We are looking for:

  • Several years’ experience in a role that has involved providing exceptional customer care in emotionally challenging situations
  • Experience coaching, mentoring and collaborating with a wider team
  • The ability to self-manage, work flexibly and prioritise work
  • Impeccable verbal and written communication
  • The ability to learn new processes and systems quickly
  • Experience as a trustee or legal executive or in a corporate or administrative role is preferred
  • Exposure to basic accounting concepts would be helpful
  • Experience working in an environment where time is recorded and invoiced for will also be helpful.

In return
Public Trust are taking the lead in educating New Zealanders on the importance of planning for their future. We offer competitive remuneration, career progression, the chance to work with leading professionals in the areas of family asset planning, wills, estates, trusts and investments, an additional day of leave for your birthday and a wide range of discounts on insurance, banking, travel, car hire and more.
For any queries please email Natasha – Please note: applications must be submitted online via our careers site and will not be accepted via email.

Job Details
Reference #

Posted on
03 Aug 2022

Closes on
19 Aug 2022


Administration, Client Services, Customer Service, Estate Management, Legal, Sales/Advisory, Trustee Services, Wills

Job level(s)
Experienced, Management

Work type(s)
Permanent, Full Time

Job Types: Full-time, Permanent

Source link

Leave a Reply

Your email address will not be published.