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. As a leading provider of investment administration and back-office services, our custody, registry, and investment accounting teams provide a complete package of back-office solutions to fund managers, banks, government entities and KiwiSaver providers.

Our core purpose is to work with people to protect their assets for a successful future for their families. Our passion is to be “Your trusted partner and adviser, working for you, with you.”

Opportunity
We have an exciting opportunity for someone looking to kickstart their career within the Finance Industry, you would be willing to learn from an experienced team and step into the role of Settlements Administrator in our Custody team.

Based in Wellington, the key purpose of this role is to take ownership of the recording and settlement of investment transactions for Trustees Clients, including Equities, Fixed Interest, Money Markets, Derivatives, International Trade settlement and Foreign Exchange. This permanent role is an exciting one, as Trustees bring on new clients and the Custody team grows.

What you will bring:

• The desire to start a career in the finance industry, and to work with TE to develop your skills
• General knowledge of the Funds Management Industry, with a qualification in Finance, Accounting or similar
• An understanding, including the trading and settlement mechanics, of our regular products.
  • Equities
  • Fixed Interest
  • Cash
  • FX Deals
  • Managed Funds
• The ability to logically follow or create a process from start to finish, with well-developed time management skills and high levels of accuracy.
• The ability to “think on your feet” while under pressure and manage volatile workflows.
• Intermediate to advanced skills in Excel, Word, and Outlook.
• Excellent customer service skills.
• As the Funds Management and Custody industries are continually evolving it is essential that our new team member is adaptable, open to change and willing to learn

What we give you:

• Exposure within an established, reputable New Zealand Trustee Company
• 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
• 5 weeks of annual leave
• CBD office location, centrally located on Willis Street right above premiere Wellington coffee, shopping and food destinations.

Applications for this position close 5pm Wednesday 2 March 2022.

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

Job Requirements

Application

• Please provide a Cover Letter
• Please provide a CV