Trustee / Client Adviser - Botany

About us | Ngā kōrero mō matou

At Public Trust, we’re passionate 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’re proud 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 and expertise that 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 how we’re shaping 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.

About you | Ngā kōrero mōu

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.

If you enjoy working with people and naturally build trust through clear, honest conversations, you’ll feel at home in this role. It suits someone who can take complex information and explain it simply, helping customers feel informed, comfortable, and supported. Many people in this role have developed their skills in customer-facing, target-driven environments, where delivering great service and achieving results go hand in hand — and are motivated by working towards clear financial and performance goals.

You might be someone who enjoys structure and takes pride in working in a methodical way — paying attention to detail, following processes, and getting things right the first time. It’s likely you’re used to managing a busy workload, balancing multiple customers and tasks, and knowing how to prioritise to keep things moving without becoming overwhelmed.

A calm, thoughtful communication style goes a long way here — especially when conversations require care, empathy, and sensitivity.

You’ll also be part of a wider team that provides legal and accounting support to families, often during emotionally significant times, which brings an added sense of purpose and meaning to the work.

At its core, this role is a great fit for someone who genuinely enjoys helping others, is motivated by achieving strong results, and wants to do meaningful work that makes a real difference.

What we offer | Ā mātou mahi

At Public Trust, we have a strong sense of 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 that they’re making an impact for our customers, communities and New Zealand. You’ll have access to competitive salary 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 the option to undertake paid study

WellbeingYou’ll have access to workshops, activities and support services designed to help you feel your best — physically, mentally and 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.

How to apply | Me pēhea te tono

If you're interested in joining our team, apply online now!  To be considered for this position, you must have the legal right to live and work in New Zealand.

Application Closing Date: Wed 21 Oct 2026