Posted on: 28/12/2017

Salary: 60000.00 -> 70000.00 Per year

Job type: Temporary/Contract

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Mid January start - End of April
$60k - $70k pro rata - fixed term contract
Auckland City - close to public transport

Join a well established organisation that are highly reputable and pride themselves on providing employee's with a real work/ life balance as well as the opportunity to grow.

Day to day duties will be:

  • The daily management of the trusts within the branch client portfolio
  • Taking wills instructions and executing wills
  • Establishing and managing agencies and Powers of Attorney
  • Keep up to date on relevant legislative and compliance matters
  • To assist the PWA in meeting growth targets, to identify prospective new clients; and seeking and developing new client relationships with high net worth clients

About You:

You will have previous experience within a banking, finance or investments role to ensure you can hit the ground running!

You will also have a keen eye for detail and will be motivated to further enhance previous wealth/ trust experience.

  • 2 years experience in the delivery of estate, trust, and agency services
  • General understanding of compliance and regulations
  • Great computer and keyboard skills
  • Available Janurary till April

Please apply via the apply now link, or email your CV to quoting BZ/43925 only in the subject line.

Send job by email

Apply for Trust Officer
Job Reference: BZ/43925

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