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Associate Trustee, Nelson

Public Trust
Job Category:
Accounting & finance
Nelson - Marlborough - Nelson
Nelson - Marlborough
Job Type:
Ongoing - Full Time
Posted Date:
Closing Date:
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Job Description

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 about helping thousands of families and businesses look after what is important to them.

By putting our customers at the centre of what we do we help our customers 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.
About our Trustees
Based across New Zealand, our Trustees connect with customers to understand their needs and provide appropriate solutions. They help our customers manage their family assets, wills, estates and trusts in order to plan for their future.

In this varied role, the Associate Trustee will deal with customer's face to face, work on files and provide administrative support to our Senior and Principal Trustees.
This is a unique opportunity that requires someone with a high level of empathy, commercial acumen and exceptional interpersonal skills in working with our customers.

What we need from you

  • Previous experience as a Trustee or Legal Executive would be ideal
  • Experience in a trusts, legal, banking, finance or insurance role
  • Excellent verbal and written communication
  • Strong interpersonal skills, with the confidence to work in emotionally sensitive settings
  • Exposure to basic accounting concepts would be advantageous

What we can offer
Public Trust are taking the lead on educating New Zealanders on the importance of planning for their future. The Associate Trustee position provides an excellent platform to learn and develop new skills, in an organisation with opportunities for career progression.

You will receive learning and development through our internal Learning Pathways programme and training that will provide you with the skills, knowledge and behaviours required to help continue our transformation.
For any queries please email us at note: Applications must be submitted online and will not be accepted via email).

To view the job description and apply online, visit us at and enter the job code 23940GJO.
Applications close Friday, 12 October 2018.

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