New Zealand Job Openings
Public Trust
Specialist Trustee
Hastings
FULL TIME
September 22, 2024
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.
Ko te tūranga mahi | About the role
We are seeking a Specialist Trustee to join our Rural Properties team in the Hawkes Bay (or adjacent areas) In this role, you will support Public Trust by providing exceptional, professional, customer-focused service for rural land and farm operations within complex estates, trusts, and PA/PPPRs. You will partner with trustees and supporting teams to ensure exemplary service and an excellent customer experience. This is a varied and challenging role, and responsibilities include:
- Trustee Management: Provide end-to-end advisory services, including investment strategies, estate planning, trust administration, and PA/PPPR management.
- Contract Management: Manage high-complexity rural property contracts and proactively generate revenue growth opportunities.
- Customer Experience: Deliver outstanding customer service, resolve complaints, and ensure customer feedback is managed appropriately.
- People Leadership: Manage and coach farm managers, ensure compliance with employment and health & safety policies, and lead the employment process for farm employees.
- Farm Responsibilities: Conduct farm inspections, manage relationships with lessees, sharemilkers and farm advisors, manage budgets, ensure compliance with legislation, and oversee sale or purchase processes if required.
- Teamwork: Collaborate with colleagues to ensure the success of the Rural Properties team and share knowledge and best practices.
Ko wai koe | About you
The ideal candidate will be self-motivated, customer focused, collaborative, and be a great communicator. You will be comfortable building relationships with a wide range of people and demonstrate strong empathic skills.
You will need to be comfortable working as a part of a remote team where your team and leadership interactions may predominantly take place online. Ideally you will possess the following attributes:
- 4+ years in a customer-facing financial services/legal role/Accounting role
- Trustee industry/estate administration experience
- Background or interest in the farming industry.
- Strong time management and prioritisation skills
- The ability to have quality conversations with stakeholders and communicate well in writing
- Strong interpersonal skills
- Strong commercial acumen, valuing time and effectively managing the fees and costs of estate delivery
- Proven ability to resolve complex challenges
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.
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
For any queries, please email natasha.kingston@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.
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