New Zealand Job Openings

Public Trust

Finance Officer (Custody)

Auckland

FULL TIME

October 7, 2024

Ko wai mātou | About Us
Public Trust is New Zealand's largest trustee services organisation, providing specialist advice on a range of legal, financial, investment, trust, and estate management services to individuals, families, and businesses. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau. Whether it be planning how they want to pass on what matters most to them - their music collection, family heirlooms, or Kiwi Saver savings - or making sure their wishes are carried out after they're gone, Public Trust is here to help.
The Custodial Services Officer role sits within our Corporate Trustee Services team, which is one of the larger corporate trustee teams in the country. Our team has broad commercial experience in the financial services industry and other business sectors.
Ko te tūranga mahi | About the role
Our Finance Officer Custodial Services sits as part of our Custody team. A key focus for this role will be daily cash and asset reconciliations, banking, reporting, and adhering with risk and compliance requirements.

Compilating and delivering client portfolio reporting
Investment and cash transaction processing, including the preparation and checking of transactions
Answering operational queries from clients
Supporting Corporate Action processing, where required

Ko wai koe | About you
We will value your inquisitive nature and strong attention to detail and accuracy, a logical thinker, you enjoy solving problems by utilising information and data to develop solutions. Your enthusiasm, customer focused approach, diligence, and ability to work efficiently within a small team, will see you succeed in this role
Our ideal candidate will have:

18 months experience within a finance, banking or financial services-based background
A relevant tertiary qualification in finance or accounting is preferred.
Exposure to the investment industry, is an advantage
Advanced Microsoft skills (Word, Excel, Outlook)
Strong time and self-management skills, and the ability to work to tight timeframes
A confident communicator with strong written and oral skills

Ngā āhuatanga kei a mātou | What we offer
Public Trust are taking the lead on educating New Zealanders on the importance of planning for their future. In order to do this we need people who are self-motivated, positive and that genuinely want to make a difference.
We offer a variety of staff benefits including an additional day of leave for your birthday and a wide range of discounts on insurance, banking, travel, car hire and more.
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
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 #

35006

Posted on

08 Oct 2024

Closes on

22 Oct 2024

Location(s)

Auckland, Auckland CBD, Greenlane, Highbrook, North West/Westgate, Orewa, Takapuna, Wellington, Central Wellington, Lower Hutt, Porirua, Upper Hutt

Expertise

Custody

Job level(s)

Entry/graduate, Experienced

Work type(s)

Permanent

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