New Zealand Job Openings
Public Trust
Digital Trustee
FULL TIME
September 1, 2024
Digital Trustee
We are seeking someone who is tech savvy with impeccable communication skills to join our Digital Trustee team. Every conversation you have with our customers is an opportunity to learn more about their needs, hopes, fears and dreams. You will understand that one size doesn't fit all and will tailor our offerings to meet the unique needs of each customer.
You work with customers to prepare their will, enduring power attorney and statement of wishes documents using our online platform. You will also assist customers who are using our self-serve option by engaging with them using live chat and phone support.
This is a dual role - one where you will work closely with our digital and user experience teams, but will also be part of our wider Retail customer centre network, staying up to date with our products and services.
We provide online support from 8.30am - 7pm so are looking for candidates who are able to work a mix of two shifts, 8.30am - 5pm and 10.30am - 7pm. The working week for this role will be Tuesday to Saturday.
Working from home is an option, particularly in the evening, however we would like you to be able to work from one of our customer centres most of the time to stay up to date with our products and services, and work collaboratively with your team. You can see the locations of our customer centres here.
Ko wai koe | About you
Previous experience in a Trustee or Legal Executive role where you had exposure to wills and enduring powers of attorneys, as well as estate management processes will be advantangeous.
A strong understanding of technology is essential, as well as the ability to work independently, problem-solve and analyse to ensure the best possible experience for our customers.
Ngā āhuatanga kei a mātou | What we offer
You'll be joining a highly collaborative team where you'll have the opportunity to make a meaningful difference in the lives of New Zealanders. To support you on this journey, we have a purpose-built learning framework - Qualified to Serve - consisting of formal and on-the-job learning, that allows you to 'earn as you learn'. You'll have a personalised development plan and all the support you need to grow your career.
You'll also get, amongst other things, birthday leave, exposure to great well-being initiatives and access to partner discounts.
Ko wai mātou | About Us
At Public Trust, we don't just do business; we build legacies. For 150 years we've been woven into the lives of our clients; supporting them through milestones, challenges and celebrations. Our roots run deep, and our commitment to intergenerational relationships is unwavering
We are New Zealand's largest trustee organisation, providing specialist advice on a range of legal, financial, investment, trust and estate management services. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau.
Me pēhea te tono mai | How to apply
If you are interested in this role, apply now via our careers site https://careers.publictrust.co.nz
We will be looking at CV's as they come through and doing interviews with those who are successful prior to the close date.
Please note: applications must be submitted online via our careers site and will not be accepted via email. To be considered for this position you must have a legal right to live and work in New Zealand.
- Hybrid working + Regular working hours + Work in a team
- Internal career progression + On-the job skill development/coaching
- Annual rem review + Laptop + Day off for your birthday + Wellbeing initiatives
We are seeking someone who is tech savvy with impeccable communication skills to join our Digital Trustee team. Every conversation you have with our customers is an opportunity to learn more about their needs, hopes, fears and dreams. You will understand that one size doesn't fit all and will tailor our offerings to meet the unique needs of each customer.
You work with customers to prepare their will, enduring power attorney and statement of wishes documents using our online platform. You will also assist customers who are using our self-serve option by engaging with them using live chat and phone support.
This is a dual role - one where you will work closely with our digital and user experience teams, but will also be part of our wider Retail customer centre network, staying up to date with our products and services.
We provide online support from 8.30am - 7pm so are looking for candidates who are able to work a mix of two shifts, 8.30am - 5pm and 10.30am - 7pm. The working week for this role will be Tuesday to Saturday.
Working from home is an option, particularly in the evening, however we would like you to be able to work from one of our customer centres most of the time to stay up to date with our products and services, and work collaboratively with your team. You can see the locations of our customer centres here.
Ko wai koe | About you
Previous experience in a Trustee or Legal Executive role where you had exposure to wills and enduring powers of attorneys, as well as estate management processes will be advantangeous.
A strong understanding of technology is essential, as well as the ability to work independently, problem-solve and analyse to ensure the best possible experience for our customers.
Ngā āhuatanga kei a mātou | What we offer
You'll be joining a highly collaborative team where you'll have the opportunity to make a meaningful difference in the lives of New Zealanders. To support you on this journey, we have a purpose-built learning framework - Qualified to Serve - consisting of formal and on-the-job learning, that allows you to 'earn as you learn'. You'll have a personalised development plan and all the support you need to grow your career.
You'll also get, amongst other things, birthday leave, exposure to great well-being initiatives and access to partner discounts.
Ko wai mātou | About Us
At Public Trust, we don't just do business; we build legacies. For 150 years we've been woven into the lives of our clients; supporting them through milestones, challenges and celebrations. Our roots run deep, and our commitment to intergenerational relationships is unwavering
We are New Zealand's largest trustee organisation, providing specialist advice on a range of legal, financial, investment, trust and estate management services. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau.
Me pēhea te tono mai | How to apply
If you are interested in this role, apply now via our careers site https://careers.publictrust.co.nz
We will be looking at CV's as they come through and doing interviews with those who are successful prior to the close date.
Please note: applications must be submitted online via our careers site and will not be accepted via email. To be considered for this position you must have a legal right to live and work in New Zealand.
Job Details
Reference #
34846
Posted on
02 Sep 2024
Closes on
15 Sep 2024
Location(s)
New Zealand, Auckland, Auckland CBD, Greenlane, Highbrook, North West/Westgate, Orewa, Takapuna, North Island - Other, Hamilton, Hastings, Kapiti, Masterton, Napier, New Plymouth, Palmerston North, Rotorua, Tauranga, Wanganui, Whakatane, Whangarei, South Island, Blenheim, Christchurch, Dunedin, Greymouth, Invercargill, Nelson, Timaru, Wellington, Central Wellington, Lower Hutt, Porirua, Upper Hutt
Expertise
Contact Centre
Job level(s)
Experienced
Work type(s)
Permanent, Full Time
We regret to inform you that this job opportunity is no longer available as it has expired
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