Senior Trustee, Greenlane Location
At Public Trust, caring for people is the lifeblood of our organisation and at the centre of everything we do. Over the last 140 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 Trustee at Public Trust?
About the role
We are seeking a potential Senior Trustee to join our conveniently located customer centre in Greenlane.
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, power of attorney and trusts in order to plan for their future.
In this varied role, you will support the 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 legal, 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.
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.
As a part of our extensive learning and development, you will have the opportunity to be enrolled in our Retail Learning Academy - a three month programme that will provide you with learning opportunities to develop you into a fully fledged Associate Trustee.
About Public Trust
Public Trust is New Zealand\ 's largest trustee services organisation. We are proud of what we have achieved over the last 140 years\ ' and we are passionate abouthelping thousands of families and businesses look after what is important to them.
By putting our customers at the center of what we do, we help New Zealanders preserve the present and secure their future. We provide specialist advice on a full range of estate planning services including;
legal, financial, investment, trusts and estate protection.
We have spent the last few years transforming our business to ensure we have effective tools in place that enable our employees to be a trusted advisors through the lifetime of our customers.
If you are interested in this role, apply now via our careers site https:
For any queries please email us at email@example.com (Please note:
applications must be submitted online via our careers site and will not be accepted via email).
applications will be reviewed as they come in and interviews may commence prior to the close date of Sunday 23rd August 2020.