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Fee Protect Account Manager - 9 Month Fixed TermPublic 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 KiwiSaver savings - or making sure their wishes are carried out after they're gone, Public Trust is here to help.
Fee Protect is a service that provides student fee protection to Private Training Establishments within New Zealand. The purpose of this role is to provide account management and helpdesk support services to our Fee Protect Customers.
Key ResponsibilitiesMonitor the Fee Protect email and phone queuesProvide timely, professional and accurate advisory services to our customersHelp end users navigate and use the Fee Protect website systemReview applicationsKo wai koe | About youOutstanding customer service is at the heart of everything you do. You are open and willing to help those that need our support. You can communicate clearly and ask the right questions to uncover potential customer needs and sell them the right trust type.
You enjoy problem solving and finding solutions for our customersConfident with MS OfficeBasic accounting skills would be a benefit but not essentialStrong written and numerical skills, with the ability to effectively communicate complex information and analyse data accuratelyWe will be looking for someone to join our team in the new year, hopefully after a lovely summer break!
Public Trust is 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 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.
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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