Associate Director

Robert Walters New Zealand; Auckland; On-site; NZD 80,000 - 110,000; Full time

Job summary

A leading company in the fiduciary industry is looking for an Associate Director in Auckland to manage a diverse book of business, ensuring compliance with legal and regulatory obligations. This role involves maintaining strong client relationships while managing complex wealth structures and leading a small team in a dynamic and supportive environment.

Qualifications

• Minimum of five years' experience in fiduciary services or a similar legal business focused on trust administration.
• Demonstrated leadership skills in managing a small team.
• Exceptional communication abilities in multicultural environments.

Responsibilities

• Manage a diverse portfolio of business and ensure compliance with regulatory obligations.
• Draft critical documents and prepare banking forms while liaising with clients globally.
• Onboard new clients and act as an authorized signatory.

Skills

Leadership

Communication

Multicultural Sensitivity

Client Service Orientation

Job description

Our client is seeking an experienced and dedicated Associate Director to join their team in Auckland. This role offers the opportunity to manage a diverse book of business, including complex wealth structures and foreign trusts. You will be responsible for ensuring compliance with regulatory, tax, and legal obligations while maintaining strong relationships with clients worldwide. The successful candidate will have a strong commitment to exceptional client service, the ability to develop influential relationships with key business contacts, and a knack for working in a family-owned, entrepreneurial business environmentOur client is a well-established and respected player in the industry. They pride themselves on their commitment to providing exceptional service to their clients. Their team is made up of dedicated professionals who are passionate about what they do. They offer a supportive and inclusive work environment where every team member's contribution is valued. This is an excellent opportunity to join a company that values its employees and offers opportunities for growth and development.

Key Responsibilities:

As an Associate Director, you will play a pivotal role in managing your own portfolio of clients. Your day-to-day responsibilities will include everything from administering complex wealth structures to ensuring compliance with various regulatory bodies. You'll be drafting important documents, participating in global client meetings via video conference, preparing banking forms, and ensuring all relevant documentation is collected and filed appropriately. You'll also be tasked with onboarding new clients and acting as an authorised signatory. This role requires a high level of responsibility and dedication.

• Manage your own book of business including relationship management and administration of Complex Wealth Structures, including Foreign Trusts
• Ensure compliance with regulatory, tax and legal obligations
• Draft resolutions, agreements, deeds, payment instructions, share transfer forms and other documents
• Participate in video conferences with clients around the world
• Prepare bank account opening forms and other banking forms; Administer structure bank accounts and non-bankable assets
• Ensure all appropriate structure documentation is collected and filed
• Perform company and Limited partnership secretarial functions
• Liaise with other offices where necessary in relation to client structures
• Onboard new clients, trusts and solutions
• Hold Corporate OfficeAct as authorised signatory

Key Requirements:

The ideal candidate for this Associate Director position brings at least five years' experience in a fiduciary services or similar legal business with a focus on trust administration. You have demonstrated your ability to lead and manage a small team effectively. Your exceptional communication skills allow you to navigate multicultural environments with ease. You are known for developing influential relationships with key business contacts. Above all else, you have a strong commitment to providing exceptional client service. Your ability to thrive in a family-owned, entrepreneurial business environment will be key to your success in this role.

• At least five years’ experience in an equivalent fiduciary services business or similar legal business with a focus on trust administration
• Demonstrated ability to lead and manage a small team
• Exceptional communication skills and multicultural sensitivity
• Ability to develop influential relationships with key business contacts
• Strong Commitment to exceptional client service
• Ability to work in a family owned, entrepreneurial business environment

How to apply? If this opportunity sounds like it might be the right fit for you, please don't hesitate to get in touch via the information below, or apply directly (no cover letter needed)

Associate Consultant - Georgia Waters - [e-mail]

Robert Walters endeavours to review all applications in a maximum of five working days. If you have not received correspondence in this timeframe please do not hesitate to contact Georgie Waters on [phone].

About the job

Contract Type: FULL_TIME

Specialism: Risk/Compliance

Focus: Custody & Trust

Workplace Type: On-site

Experience Level: Senior Management

Location: Auckland CBD

Contract Type: FULL_TIME

Specialism: Risk/Compliance

Focus: Custody & Trust

Industry: Accountancy

Salary: Negotiable

Workplace Type: On-site

Experience Level: Senior Management

Location: Auckland CBD

FULL_TIME

Job Reference: 2060310/001

Date posted: 13 May 2025

Consultant: Georgie Waters

auckland risk-and-compliance/custody-and-trust 2025-05-26 2025-07-12 accountancy Auckland CBD Auckland NZ Robert Walters https://www.robertwalters.co.nz https://www.robertwalters.co.nz/content/dam/robert-walters/global/images/logos/web-logos/square-logo.png true