Principal Trustee - Rotorua

Details of the offer

Are you an employee looking for the way back to the Public Trust intranet?
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 KiwiSaver savings - or making sure their wishes are carried out after they're gone, Public Trust is here to help.
We are looking for a Principal Trustee (Branch Manager) for our Rotorua Customer Centre. This is one of our busiest Customer Centres, and you will be responsible for providing leadership to a team of Trustees and Senior Trustees. Your role will involve supporting and implementing changes in the business as well as executing our strategic plan at a local level.
Your responsibilities will include motivating and leading the team to achieve revenue growth, business development, and exceeding customer satisfaction. You will also work on implementing company-wide developments and initiatives such as our culture of care and new ways of working.
Ko wai koe | About you
Experience leading, motivating, and developing staff to achieve revenue growth and exceed customer satisfaction, including staff who are working remotely
5+ years trustee/estate planning experience
Ability to manage customer relationships in emotionally challenging circumstances
Excellent communication, problem-solving, and analytical skills
Ability to understand customer needs and provide appropriate solutions
A high standard of personal integrity, discretion, and tact, maintaining confidentiality.
You will be joining a highly collaborative team who are all working towards making a meaningful difference in the lives of New Zealanders. We offer competitive remuneration, birthday leave, exposure to great well-being initiatives, and lots of opportunities to develop and grow.
Please note: applications must be submitted online via our careers site and will not be accepted via email. Applicants must have the legal right to live and work in New Zealand.
Reference # 35046
Posted on 10 Oct 2024
Closes on 27 Oct 2024
Location(s) Rotorua
Expertise Administration, Client Services, Estate Management, Supervisory/Management, Trustee Services, Wills

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