About Us
The Funeral Trust is a pre-paid funeral plan managed by the Funeral Directors Association of New Zealand. With around 7,000 customers and more than $50 million funds under management, we’re dedicated to helping families plan with confidence and peace of mind. Based in the Association’s small, supportive national office in Wellington, this role offers the chance to contribute to a trusted service that makes a genuine difference.
The Role
We’re looking for a versatile Accounts & Administration Officer to support the smooth running of the Trust. This is a true 50 / 50 role – you’ll be managing day-to-day financial processes while also providing administration and customer support to our member funeral homes and plan holders.
Your responsibilities will include :
- Processing and reconciling payments, receipts, and accounts in Xero
- Supporting the external account with financial reporting and responding to external audit
- Handling enquiries from funeral homes and families with professionalism, empathy, and care
- Managing benefit claims and assisting with applications and general administration tasks
- Contributing across the small team, covering colleagues during peak periods or leave
About You
We’re looking for someone who is :
Experienced in bookkeeping / accounts administration with strong reconciliation skillsConfident in Xero , Excel, Outlook, and modern office systemsA clear and professional communicator with a strong customer service ethicCompassionate, resilient, and comfortable having sensitive conversations with families and funeral professionalsOrganised, accurate, and trustworthy, with strong attention to detailFlexible and collaborative - happy to balance finance and admin tasks as neededIt would be great (but not essential) if you also have :
An accountancy qualification (or equivalent practical experience)Knowledge of Microsoft CRMExperience working with external accountants and auditorsWhy Join Us?
Part-time role (up to 32 hours per week, weekdays between 8 : 30am–5 : 30pm)Central Wellington location - Lambton Quay officesSmall, friendly team where you’ll wear different hats and your contribution countsBe part of an organisation that supports families with dignity and care during important life momentsNote : Salary is pro-rated to part-time hours worked.
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