Ko wai matou | About Us 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.
Ko te turanga 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 Nga ahuatanga kei a matou | 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 pehea te tono mai | How to apply If you are interested in this role, apply now via our careers site For any queries, please email 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.
Job Details Reference # 34886 Posted on 23 Sep 2024 Closes on 07 Oct 2024 Location(s) Hastings, Masterton Expertise Accounting, Administration, Customer Service, Estate Management, Farms, Trustee Services Job level(s) Experienced Work type(s) Permanent, Full Time #J-18808-Ljbffr