Specialist Trustee

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 TE TŪRANGA 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.

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 challenge