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Associate Trustee - Takapuna

Public Trust
Job Category:
Auckland - Takapuna
Job Type:
Ongoing - Full Time
Posted Date:
Closing Date:
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Job Description

Retail - permanent full-time, Takapuna based

We're looking for an Associate Trustee to join our Takapuna branch and be responsible for advising our customers on their Estate planning and management needs. You will do this by providing an exceptional customer experience in which the customer needs are identified and they are offered fully appropriate solutions.

To succeed in this role, you will need to demonstrate excellent customer service skills developed over ideally two years work experience in a customer service field. You will need to be a strong administrator and also tech-savvy with the ability to pick up new systems with ease. Preferably, you may already have knowledge and experience in estate planning and management, however full in house training will be provided to ensure you have the essential knowledge and tools to perform your role.

At Public Trust we value our customer intimate culture where our people are empathetic, accountable and problem solvers. We are looking for customer service stars that can connect and understand our customers in order to provide exceptional service.

In return, we offer a competitive remuneration package, a varied and challenging role and opportunities for development in an interesting and growing industry.

Public Trust is New Zealand's largest and most experienced trustee services organisation and is currently in a period of transformation and growth. We provide specialist advice on a range of legal, financial, investment, trust and estate management services to individuals, families and businesses. We have customer centres and corporate offices across New Zealand and are passionate about helping our customers look after what's important to them and believe in making sure nothing is left unresolved. Each year we administer around 7,500 estates, manage nearly 4,000 Family Trusts, write over 6,500 wills, assist over 450 charities and supervise $50 billion in Corporate Trust mandates.

If you are interested in helping us shape Public Trust's future, then apply now by submitting an application. You must have legal entitlement to work in New Zealand to apply for this role.

To view the job description and apply online, visit us at and enter the job code 21140GJO.

Applications close on Friday, 18 August 2017.

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