Client Adviser: Wills & Enduring Powers of Attorney

Public Trust group; Palmerston North; Presencial; NZD 55.000 - 75.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Company car

Birthday Leave

Learning and development

Wellbeing programs

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Customer service

Clear communication

Attention to detail

Organisational skills

Prioritising workload

Empathy

Descripción del empleo

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.