Finance Officer (Custody)

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.
The Custodial Services Officer role sits within our Corporate Trustee Services team, which is one of the larger corporate trustee teams in the country. Our team has broad commercial experience in the financial services industry and other business sectors.

Our Finance Officer Custodial Services sits as part of our Custody team. A key focus for this role will be daily cash and asset reconciliations, banking, reporting, and adhering with risk and compliance requirements.

• Compilating and delivering client portfolio reporting
• Investment and cash transaction processing, including the preparation and checking of transactions
• Answering operational queries from clients
• Supporting Corporate Action processing, where required