Trust Officer

seek.co.nz; Auckland; On-site; NZD 55,000 - 75,000; Full time

Job summary

Jora New Zealand is seeking a Trust Officer to provide outstanding support to our solicitors and accountants. The role involves drafting trust and legal documents, assisting with family trust creation and administration, and handling client inquiries with discretion and professionalism.

You'll use Microsoft Office daily, maintain confidential files, and coordinate meetings while delivering high-quality administrative support in a busy office environment.

Qualifications

• Strong written communication skills and an eye for detail when preparing formal documents.
• Comfortable using Microsoft Office (Word, Outlook, Excel).
• Good organisational and time-management skills, prioritising a varied workload.
• Discretion and a professional, confidential approach to client information.
• A proactive, team-oriented attitude and calm under pressure.

Responsibilities

• Drafting and reviewing trust and legal documentation, correspondence and corporate documents (e.g. trustee resolutions, share transfers, company/LP incorporations).
• Assisting with family trust creation and administration.
• Preparing bank account opening documentation and transfer instructions.
• Carrying out initial review of client documents and assisting with know-your-client checks.
• Maintaining confidential files and the firm's file management system.
• Answering calls and handling client and staff enquiries.
• Managing incoming email, post and correspondence, often on behalf of a manager.
• Organising and preparing for meetings.
• General administrative support and other ad hoc tasks as needed.

Skills

Microsoft Office

Written communication

Time management

Discretion

Team player

Tools

Microsoft Dynamics CRM

Job description

Jora New Zealand will close on 16th September 2026. Thank you for being with us, we are cheering you on as you continue your career journey.

We have a vacancy for a Trust Officer to provide outstanding support to our solicitors and accountants.

This is a great opportunity for someone who enjoys office-based legal/administrative work. You don't need to come from a trust or legal background — our current Trust Officers have come from a range of backgrounds, and we're happy to train the right person, provided you're genuinely interested in this kind of office role and keen to learn.

Hours: Full time - 37.5 hours per week, Monday to Friday.

What you'll be doing

Drafting and reviewing trust and legal documentation, correspondence and corporate documents (e.g. trustee resolutions, share transfers, company/LP incorporations)

Assisting with family trust creation and administration

Preparing bank account opening documentation and transfer instructions

Carrying out initial review of client documents and assisting with "know your client" checks

Maintaining confidential files and the firm's file management system

Answering calls and handling client and staff enquiries

Managing incoming email, post and correspondence, often on behalf of a manager

Organising and preparing for meetings

General administrative support and other ad hoc tasks as needed

What we're looking for

Strong written communication skills and an eye for detail, particularly in preparing formal documents

Comfortable using Microsoft Office (Word, Outlook, Excel)

Good organisational and time-management skills, able to prioritise a varied workload

Discretion and a professional, confidential approach to client information

A proactive, team-oriented attitude and calm under pressure

Nice to have (not essential)

Knowledge of New Zealand trust legislation and regulations

Familiarity with the NZ Companies Office

Experience with Microsoft Dynamics CRM

Experience reviewing financial statements

If you're organised, personable, discreet and looking for a varied office role — with or without prior trust/legal experience — we'd love to hear from you.