TRUSTEE
- Provide personalised advice on estate planning, wills, enduring powers of attorney (EPOAs), personal assistance, and trust management.
- Conduct detailed client interviews for wills and EPOAs, ensuring accurate documentation and legal compliance.
- Prepare probate applications and liaise with lawyers, courts, and beneficiaries to facilitate smooth estate administration.
- Manage estate-related tasks, including organising property repairs, arranging valuations, and overseeing maintenance work.
- Deliver exceptional customer service during sensitive and emotional situations, showing empathy and professionalism.
- Maintain precise client records and safeguard confidential data, adhering to legal and organisational requirements.
- Resolve customer concerns and complaints effectively, maintaining trust and protecting the organisation’s reputation.
- Support Senior and Principal Trustees with complex estate and trust matters, providing administrative and operational assistance.
- Handle front-of-house duties, greeting clients and assisting with enquiries in person, via phone, and email.
- Undertake general office administration, including scheduling appointments, filing documents, and coordinating client communications.
- Provide information about Public Trust services, educating clients on available options to support their financial and legal needs.
- Collaborate with colleagues across New Zealand to share knowledge, streamline processes, and achieve team goals.
- Assist in identifying and developing process improvements to enhance efficiency and client experience.
- Work independently when required, using initiative to prioritise tasks and meet deadlines.
- Represent Public Trust’s values by fostering an inclusive, client-first culture and actively supporting community initiatives.