Trust Officer

Aotearoa New Zealand Association of Social Workers; Auckland; On-site; NZD 60,000 - 75,000; Full time

Job summary

Aotearoa New Zealand Association of Social Workers in Auckland is seeking a Trust Officer to provide outstanding support to solicitors and accountants, handling trust documentation and related office tasks.

The role is full-time (37.5 hours per week, Monday to Friday) and training is available. No prior trust or legal background is required; you’ll learn on the job and contribute to client service.

Qualifications

• Drafting and reviewing trust and legal documents with accuracy.
• Maintaining confidential client files and records.
• Ability to prioritise a varied workload and meet deadlines.

Responsibilities

• Drafting and reviewing trust and legal documentation, correspondence and corporate documents.
• Assisting with family trust creation and administration.
• Preparing bank account opening documents and transfer instructions.
• Initial review of client documents and KYC checks.
• Maintaining the firm’s file management system and client communications.
• Organising meetings and providing general admin support.

Skills

Strong written communication

Attention to detail

Time management

Discretion

Team player

Tools

Microsoft Office

Microsoft Dynamics CRM

Job description

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.