Fee Protect Account Manager

at  Public Trust

KO WAI MĀTOU | 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 WAI KOE | ABOUT YOU

Outstanding customer service is at the heart of everything you do, you are open and willing to help those that need our support. You can communicate clearly and ask the right questions to uncover potential customer needs and sell them the right trust type.

• You enjoy problem solving and finding solutions for our customers
• Previous contact centre/help desk experience
• Confident with MS Office
• Basic accounting skills would be a benefit but not essential
• Strong written and numerical skills, with the ability to effectively communicate complex information and analyse data accurately

We will be looking for someone to join our team in the new year, hopefully after a lovely summer break!
Ngā āhuatanga kei a mātou | What we offer
Public Trust are taking the lead on educating New Zealanders on the importance of planning for their future. In order to do this, we need people who are self-motivated, positive and that genuinely want to make a difference.
We offer a variety of staff benefits including an additional day of leave for your birthday and a wide range of discounts on insurance, banking, travel, car hire and more.

Fee Protect is a service that provides student fee protection to Private Training Establishments within New Zealand. The purpose of this role is to provide account management and helpdesk support services to our Fee Protect Customers.

• Monitor the Fee Protect email and phone queues
• Provide timely, professional and accurate advisory services to our customers
• Helping end users navigate and use the Fee Protect website system
• Reviewing applications