Trustee / Client Adviser

Public Trust group; Tauranga; On-site; NZD 70,000 - 100,000; Full time

Benefits offered by this job

Learning and development

Wellbeing

Birthday Leave

Protecting what matters most

Job summary

Public Trust in Tauranga is seeking a Trustee to help New Zealanders protect their families and futures. You will join a nationwide team delivering estate management, wills, enduring power of attorney, and trust services, with a focus on providing expert guidance and compassionate support to clients.

As part of the Retail team, you will ensure outstanding customer service, manage estate administration tasks, and work closely with Principal and Senior Trustees.

Qualifications

• Experience in estate administration, either professionally or personal experience managing a loved one’s estate.
• Interest or experience in working with communities, social services, health organisations, or support services.
• Experience working with customers during significant moments in their lives.

Responsibilities

• Ensure customers receive exceptional service during estate planning conversations, identifying needs and offering solutions.
• Provide administrative support to Trustees, including probate applications and organising repairs for ongoing estates.
• Maintain accurate customer information and protect sensitive data.
• Conduct Wills and Enduring Power of Attorney interviews for straightforward cases.
• Maintain regular contact with customers and ensure activities are recorded; provide front-of-house support.

Skills

Estate administration experience

Customer service excellence

Problem solving

Interpersonal communication

Job description

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

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

As a Trustee, you will have a unique opportunity to care for New Zealanders by helping them protect their families and their future. You will join a team of 200 across New Zealand, providing advice and guidance on Estate management, Wills, Enduring Power of Attorneys, Personal Assistance, and Trusts. As a key member of our Retail team, you will:

• Ensure customers receive exceptional service during estate planning conversations, identifying key needs, and offering solutions.
• Provide administrative support to Principal and Senior Trustees, including preparing probate applications, organising repairs and maintenance for ongoing estates, and other necessary tasks.
• Maintain accurate customer information and protect sensitive data.
• Conduct Wills and Enduring Power of Attorney interviews for straightforward cases.
• Maintain regular contact with customers and ensure all activities are appropriately recorded.
• Offer outstanding customer service, build trust, and resolve complaints with the customers' best interests at heart.
• Contribute to a positive team culture by role modelling Public Trust's values and supporting the customer centre in reaching its goals.
• Provide front-of-house support and undertake general office administration on a rostered basis.

You are passionate about creating amazing customer experiences, with a positive attitude, empathy, and resilience. You excel at building rapport, listening and showing empathy with customers and colleagues.

• Experience in estate administration, either through professional roles or personal experience managing a loved one's estate.
• Interest or experience in working with communities, social services, health organisations, or support services.
• Experience working with customers during significant moments in their lives.
• Ability to work unsupervised, problem-solve, show initiative, and collaborate with colleagues.
• Previous experience in a trustee, legal, or financial services role is a plus, as is an understanding of basic accounting concepts.

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.

Application Closing Date: Wed 14 Oct 2026

Location(s) Tauranga

Expertise Administration, Client Services, Customer Service, Estate Management, Trustee Services, Wills