Trustee - Auckland Customer Centre

At Public Trust, we're all about empowering New Zealanders to build and protect their legacies through our incredible team of people.

As New Zealand's largest and most experienced trustee services organisation, we've been helping Kiwis build and protect their legacies since 1873 through specialist advice and care across a range of estate management, trust, charities, and investment services.

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.

This role demands strong

organisational skills

, clear and professional

communication

(both written and verbal), and accurate

timekeeping

, especially in tracking time spent on client matters.

The ability to

manage multiple tasks effectively

while maintaining attention to detail is essential for delivering consistent, high-quality outcomes.

Key Responsibilities

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.

What We Offer

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.

We are an equal opportunities employer and welcome applications from all qualified candidates.

If you're interested in joining our team, please apply online.

Note : To be considered for this position, you must have the legal right to live and work in New Zealand.

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