Client Adviser (Wills & Enduring Powers of Attorney)

Public Trust group; Palmerston North; On-site; NZD 55,000 - 75,000; Full time

Benefits offered by this job

Company car

Birthday Leave

Learning and development

Wellbeing programs

Job summary

Public Trust is seeking a Client Adviser to guide clients through Wills and Enduring Powers of Attorney, with travel between Palmerston North and Whanganui offices. You will manage a busy workload, ensure accurate documentation, and provide clear, compassionate guidance to support families.

The role emphasises independence, organisation, and high-quality service, with opportunities to grow within a values-driven Crown entity known for trustee services across New Zealand.

Qualifications

• Experience in customer-facing roles with strong service focus.
• Ability to translate complex information into clear guidance for clients.
• Comfortable managing multiple tasks and meeting deadlines.
• Willingness to travel between Palmerston North and Whanganui offices.

Responsibilities

• Lead Wills and EPA conversations with clients in a clear, empathetic manner.
• Manage a busy pipeline of work balancing client needs with targets.
• Prepare accurate documentation and follow structured processes for compliance.

Skills

Customer service

Clear communication

Attention to detail

Organisational skills

Prioritising workload

Empathy

Job description

Are you an employee looking for the way back to the Public Trust intranet?

Client Adviser (Wills & Enduring Powers of Attorney) - Palmerston North or Whanganui

At Public Trust,we’repassionate about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people.

As an autonomous Crown entity, we are trusted by Kiwis to guide them through life’s most important moments. Today,we’reproud to be New Zealand’s largest and most experienced trustee services organisation, leading and shaping the future of our industry.

Our work spans estate management, corporate trustee services, charitable trusts, and investments, delivering specialist care andexpertisethat makes a real difference for people. When you join us, you become part of a team that creates an impact that lasts.

Ready to learn more? Explore our website and check out our YouTube videos to see howwe’reshaping the future.

About the role | Mō te tūranga

This is a role where people and detail come together.

You’llspend your days supporting customers through important life decisions — helping them put Wills and Enduring Powers of Attorney in place, and making sure they clearly understand their options.

No two days are the same. One momentyou’llbe having a thoughtful conversation with a customer, the nextyou’llbe working behind the scenes to ensure everything is documented correctly and completed to a high standard.

You’llmanage your own pipeline of work, balancing customer care with performance targets.It’sa role that requires focus, organisation, and the ability to keep multiple tasks moving at once.

You’llwork independently, taking ownership of your workload and making sure every interaction and outcome is handled with care, accuracy, and professionalism.

In this role, you will:

• Lead Wills and EPA conversations, guiding customers in a clear and empathetic way
• Manage a busy pipeline of work, balancing customer needs with performance targets
• Prepareaccuratedocumentation and follow structured processes to ensure quality and compliance

Travel between Palmerston North and Whanganui Offices.

This role can be based in our Public Trust Palmerston North or Whanganui office with 1 to 2 days travel required in between the 2 offices. A company car will be provided for work travel between the offices. It’s a great opportunity for someone who will enjoy working as a Client Adviser as well as someone who enjoys travelling and likes a change in scenery. This is a great position to meet and provide exceptional services, and build relationship with our customers in both locations.

About you | Ngā kōrero mōu

If you enjoy working with people and naturally build trust through clear, honest conversations,you’llfeel at home in this role. It suits someone who can take complex information and explain it simply, helping customers feel informed, comfortable, and supported.

Many people in this role have developed their skills in customer-facing, target-driven environments, where delivering great service and achieving results go hand in hand — and are motivated by working towards clear financial and performance goals.

You might be someone who enjoys structure and takes pride in working in a methodical way — paying attention to detail, following processes, and getting things right the first time.

It’slikelyyou’reused to managing a busy workload, balancing multiple customers and tasks, and knowing how to prioritise to keep things moving without becoming overwhelmed.

A calm, thoughtful communication style goes a long way here — especially when conversations require care, empathy, and sensitivity.

You’llalso be part of a wider team that provides legal and accounting support to families, often during emotionally significant times, which brings an added sense of purpose and meaning to the work.

At its core, this role is a great fit for someone who genuinely enjoys helping others, is motivated by achieving strong results, and wants to do meaningful work that makes a real difference.

What we offer | Āmātoumahi

At Public Trust, we havea strong senseof purpose and shared values that put people at the heart of everything. We offer an inclusive and collaborative work environment, underpinned by our culture of care.

Our people love thatthey’remaking an impact for our customers,communitiesand New Zealand.You’llhave access tocompetitivesalary and ongoing development opportunities, and we offer a range of great benefits, including;

• Learning and developmentYou will have opportunities to build your career, access to continuous learning and development, and theoptionto undertake paid study
• WellbeingYou’llhave access to workshops, activities and support services designed to help you feel your best — physically,mentallyand emotionally
• Birthday LeaveTake a paid day off for your birthday!
• Protecting what matters mostYou can get your will and enduring power of attorney sorted for free.

Applications Close: Monday 12 October 2026

Reference # 37886

Location(s) Palmerston North, Wanganui

Expertise Accounting, Administration, Customer Service, Porfolio Management, Trustee Services, Wills