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 a values-led organisation. Our values are: People are at the heart of everything we do | We make the tricky seem simple | We are better when we work together | We have the courage to make a difference.
We are looking for a Principal Trustee (Branch Manager) for our Timaru 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.
We are seeking an excellent communicator with proven experience in coaching and mentoring a team. You should have over 5 years of experience in managing and administering trusts and estates.
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.
Me pehea 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 ******.
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.
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