Trust Officer

We have a vacancy for a Trust Officer to deliver outstanding support to directors, legal personnel and accountants of the firm. This is a 12-month fixed-term position, covering an existing team member's parental leave, with an anticipated start date of October 2026.

Hours: Full time - 37.5 hours per week, Monday to Friday.

Responsibilities:

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• Drafts and reviews legal documents, including correspondence and trust documentation;
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• Prepares bank account opening documentation, drafts transfer instructions
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• Initial review of documents received from clients;
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• Conducts legal research as required;
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• Maintains file management system for partners and solicitors;
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• Maintains confidential files and documents;
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• Assists with family trust creation and administration, drafts corresponding documentation (trustee’s resolutions, share transfers);
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• Completes Company and Limited Partnership incorporations, prepares corporate documents and resolutions;
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• Produces documents, briefing papers, reports and presentations;
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• Answers and screens telephone calls, enquiries and requests, and handles them when appropriate;
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• Deals with incoming email, faxes and post, often corresponds on behalf of the manager where appropriate;
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• Organises and attends meetings and ensures the partner is well prepared for meetings;
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• Liaises with clients and staff;
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• Arranges couriers;
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• Completes various accounts forms as and when required;
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• Assists Compliance manager with analysis of ‘know your client’ documentation, including documentation in foreign languages;
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• Assists with any other tasks as reasonably requested by the partners/management
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Applicants who meet the following criteria will be considered.

• Tertiary legal qualification

• Working knowledge of New Zealand Trust legislation and regulations (will be tested at interview)

• Proven ability to prepare well written legal documentation Intermediate/advanced knowledge of Microsoft Office Suite

• Ability to review Financial Statements prepared to verify transactions against trust records.

• Typing speed of more than 60 words per minute.

The successful candidate will be expected to

• Show discretion and confidentiality.

• Work well within team environment.

• Be flexible regarding work demands and hours.

• Be proactive and use good judgment.

• Present a corporate image.

• Prioritise workloads.

• Have superior time management skills.

• Remain calm under pressure.