Are you a financial services professional with experience in the administration of wills, trusts and estates, looking for the next big step in your career?
Our client, a professional New Zealand Trustee Company that provides a full range of financial and trust services is seeking to appoint a Trust Officer as part of their successful and dynamic team.
You will have at least 2 years’ experience in the delivery of estate, trust and agency services as well as excellent relationship management skills.
Responsibilities of the role include:
Administration of trusts.
Taking instructions and executing wills.
Establishing and managing Powers of Attorney.
Estate planning and gifting programmes.
Maintaining and enhancing client relationships.
Ideally you will have a background in financial planning, law or accounting. The skills and experience we are seeking include:
Ability to listen and understand clients’ needs.
Ability to maintain relationships with professional people at all levels.
Ability to work well under pressure and manage conflicting priorities effectively.
Excellent communications skills.
Professional and personal skills and attributes that demonstrate proactivity and persistence.
The role offers opportunities for professional and personal development, as well as a generous remuneration package, and other incentives.
If you believe you have the skills and enthusiasm to take up this position, please email your CV to email@example.com. For more information, please call Indira on (04)473 6400.