ILANZ, In-House Lawyers Association of New Zealand

Associate Trustee - Hamilton

Public Trust has been helping New Zealanders protect and manage their family interests and assets for over 135 years. How have we maintained our success? It's simpleour people! Our people are empathetic, accountable and value our Customer Intimate Culture. We connect with our customers to understand their needs, in order to provide appropriate solutions.

As an Associate Trustee your key responsibility will be to manage a portfolio of customers with 'low complexity' estate planning/management cases.

Some of the other key duties in this role are to:

  • provide administration/customer service support to the senior and principal trustee
  • deal with email and phone queries from customers
  • ensure timely and accurate maintenance of customer information
  • undertake Wills and Enduring Power of Attorney interviews when required
  • ensure all time spent on customer activities and servicing customer needs is appropriately recorded and charged.

To succeed in this role, you will need to demonstrate excellent customer service skills with the ability to be empathetic. You will be a strong administrator, with strong technical skills and the ability to pick up new systems with ease.

To be considered for this role you must also have the following:

  • Ideally a minimum of two-three years' experience as a Trustee or Legal Executive
  • Ideally three+ years of Customer Service experience within financial services, dealing with complex customer issues will also be considered
  • Basic accountancy skills would be a huge advantage
  • Excellent verbal and written communication is extremely important, as well as strong interpersonal skills

With our goal to be New Zealander's first choice of trustee services, there are exciting times ahead at Public Trust and we can offer a friendly and fast paced working environment in a business that is interesting. If you want to be part of shaping the future of Public Trust, apply now!

To view the job description and apply online, visit us at and enter the job code 22141SEK.

Applications close on Monday, 22 January 2018.