Associate

at  Public Trust

KO WAI MĀTOU | ABOUT US

At Public Trust, we don’t just do business; we build legacies. For 150 years we’ve been woven into the lives of our clients; supporting them through milestones, challenges and celebrations. Our roots run deep, and our commitment to intergenerational relationships is unwavering
We are New Zealand’s largest trustee organisation, providing specialist advice on a range of legal, financial, investment, trust and estate management services. As a purpose-driven, values-led organisation, we help people protect what matters most to them and their whanau.

KO TE TŪRANGA MAHI | ABOUT THE ROLE

We are seeking someone who is tech savvy with impeccable communication skills to join our team of Associates. Every conversation you have with our customers is an opportunity to learn more about their needs, hopes, fears and dreams. You will understand that one size doesn’t fit all and will tailor our offerings to meet the unique needs of each customer.
You will be the first point of contact for new customers, triaging their queries and making referrals to partners (such as health organisations, social workers and external solicitors) to gather important information to assist with customer onboarding. You will manage the customer experience through this initial query stage until the client has been accepted and handed over to their ongoing relationship manager. You will be providing support to our Auckland and Wellington regions and therefore it will be possible for you to work from any Customer Centre or from home depending on your requirements and preferences. In the initial stages of your learning, it is expected that there will be some need for you to be physically present in an office so there are people nearby who can help you to upskill. This is a fixed term role until the end of January 2025.

You will need to be comfortable working as a part of a remote team where your team and leadership interactions will predominantly take place online. You will also possess the following attributes:

• Minimum of 2 years practical and relevant work experience in a service-based business.
• Strong time management and prioritisation skills
• The ability to have quality conversations with stakeholders
• Strong administration skills and comfort with systems and technology
• Strong interpersonal skills
• Strong written and verbal communication skills
• Highly organised and methodical
• Skilled at dealing with customers in stressful and emotive situation