Trust Advisor
About the role:
As the Trust Advisor you will be responsible for completing a review of all Trusts, developing, maintaining and implementing the trust administration process in conjunction with the Trust Committee and carrying out compliance requirements. You will report to the Trust Committee on compliance and maintain current client relationships and meet with clients as required.
What we are looking for:
- Trust Administration experience – Expert knowledge in Trust issues and Trust structures
- Initiative and the capacity to work unsupervised
- Ability to manage time and to prioritise effectively
- High level written and verbal comprehension
- Strong relationship building and interpersonal skills
- Good problem solving and analytical skills
- Strong attention to detail and systems development
- Excellent telephone skills and the ability to respond positively and effectively to partners, colleagues and clients
- A high standard of personal integrity, discretion and tact, maintaining confidentiality
- Multi-tasking skills with the ability to prioritise and work calmly under pressure with tight deadlines
- Computer savvy and proficient in Microsoft Office applications especially MS Word and Excel
What we offer:
Successful applicants that apply to us directly for this role will be eligible for a $2,500 gross sign on bonus.
We offer varied and challenging work and the opportunity to work with and build relationships with quality clients. We provide ongoing training and professional development along with a range of fantastic social opportunities. We also expect you to have a life outside of the office and we will support you in finding the right work-life balance.
In addition to a market-leading salary we offer a range of benefits and initiatives to help our people maintain a healthy and enjoyable lifestyle. These benefits include but are not limited to:
- Flexible working arrangements;
- Great culture with regular social events;
- A wellness focused firm, offering an innovative wellness package;
- Community focus including pro bono legal work, team-based community service days, and an employee driven charitable trust fund;
- Office based culture including diversity initiatives and dress for your day policy;
- Access to leading technology;
- Staff support and career initiatives such as mentoring schemes, coaching, EAP services and discounted health insurance;
- Study benefits policy that supports employees to obtain relevant tertiary qualifications and paid time off for study and to attend exams; and
- A generous and supportive Parental Leave Policy and entitlements.
Apply now
If you are seeking an opportunity to take the next step in your legal career, whilst maintaining a wonderful lifestyle in the beautiful Bay of Plenty, then apply now!
