Trust Administration Specialist - Pension & Compliance

Aotearoa New Zealand Association of Social Workers; Linwood-Central-Heathcote Community; Hybrid; NZD 70,000 - 100,000; Full time

Job summary

Northland Group seeks a capable Trust Administrator to support the Director of the Trust Group with day-to-day trustee administration for an offshore pension fund. The role involves establishing and administering trust structures, asset contributions, account openings, benefit payments and compliance matters, while digitising processes and aligning workflows across the business.

The successful candidate will be highly accurate, organised, with confidentiality and strong written English.

Qualifications

• Experience handling detailed documentation and formal administrative processes.
• Strong written English and professional communication skills.
• Ability to work independently with confidential information.
• Comfort with MS Office, email, and digital filing systems.
• Experience in process documentation and workflow improvement.
• Experience in trust, legal or financial services is advantageous.

Responsibilities

• Assist with establishment and administration of trust and pension fund structures.
• Coordinate asset contribution processes, including document preparation and follow-up.
• Assist with account openings and ensure documentation is complete.
• Manage trustee-related documentation, approvals and records.
• Collate data for regulatory and reporting purposes.
• Process benefit payments per internal procedures.
• Support compliance, KYC and due diligence processes.
• Maintain well-organised digital records and files.
• Assist digitisation of processes and workflows across the business.
• Identify opportunities to improve efficiency and accuracy.
• Escalate matters as required and provide admin support to the Director.

Skills

Attention to detail

Organised

Digital literacy

Confidential information handling

Time management

Independent worker

Tools

Microsoft Office

Document Management System

Job description

Northland Group seeks a capable Trust Administrator to support the Director of the Trust Group with day-to-day trustee administration for an offshore pension fund. The role involves establishing and administering trust structures, asset contributions, account openings, benefit payments and compliance matters, while digitising processes and aligning workflows across the business.

The successful candidate will be highly accurate, organised, with confidentiality and strong written English.