Opportunity

We have an exciting opportunity for a client focused professional to step into the permanent full-time role of Operations Associate.

Based in Auckland, the key purpose of this role is to assess and make decisions on applications for KiwiSaver early withdrawals. You'll also be providing general administration and support to our Corporate Trustees Services team.

This role will require the ability to liaise with internal and external clients on a professional basis, while always keeping our supervisory statutory obligations in mind.

This role will play a key part in process improvement for the Operations team. We are always looking for ways we can improve, and your fresh pair of eyes will be essential in our growth and change.

Who are we?

Trustees Executors Limited is New Zealand's first Trustee Company, established in Dunedin in 1881. We have a rich and proud history providing professional trustee, financial and estate planning services to individuals and the corporate sector.

We are a Licensed Financial Markets Supervisor. Our Corporate Trustee Services team oversees the conduct of firms that provide financial products to everyday investors to ensure investors' interests are put first. We provide specialist supervision and trustee services to the corporate sector including managed investment schemes such as KiwiSaver and managed funds, debt securities, non-bank deposit takers and retirement villages.

Our core purpose is to work with people to protect their assets for successful futures.

What you will bring:

• Two years administration experience in the financial services sector
• A working knowledge of KiwiSaver legislation is advantageous, but not essential
• The ability to communicate and influence all levels of an organisation up to senior management
• A client-centric way of working, with an eye for detail and an understanding of what the customer expects
• A willingness to look at new and different ways to improve service, internal efficiencies and productivity

We will give you the following:

• Exposure within an established, reputable New Zealand Trustee Company
• Five weeks of annual leave
• Opportunity to work with a passionate team of professionals
• Great culture with a focus on employee wellness; social events, corporate volunteer day, sponsored sporting events, wellness seminars and workshops plus several team events and competitions
• We support a diverse and inclusive workplace. Trustees encourages a culture and recruitment practices that enable diversity to thrive
• An office that supports a dress-for-the-day dress code
• Flexible working opportunities including working from home and flexible working hours
• A newly renovated office located in the heart of Auckland's CBD

Details

For further information or a copy of the job description please contact our People and Culture Advisor Paige McIndoe at paige.mcindoe@trustees.co.nz

To apply, please do so via the seek advert with your CV and cover letter.

Applications for this position close at 5pm on Tuesday, 1 March 2022.

Candidates must have the right to live and work in NZ to be considered for this role.

Please note that after a thorough risk assessment, Trustees Executors policy is that all individuals accessing our premises are required to be fully vaccinated against covid-19, with a current My Vaccine Pass

Visit our website: www.trustees.co.nz

To follow us on LinkedIn: https://www.linkedin.com/company/trustees-executors-limited