Client Adviser (Wills & Enduring Powers of Attorney)

Client Adviser (Wills & Enduring Powers of Attorney) Public Trust NZ – New Plymouth, North Island At Public Trust,we’repassionate about empowering New Zealanders to build and protect their legacies and we do that through our incredible team of people. As an autonomous Crown entity, we are trusted by Kiwis to guide them through life’s most important moments. Today,we’reproud to be New Zealand’s largest and most experienced trustee services organisation, leading and shaping the future of our industry. Our work spans estate management, corporate trustee services, charitable trusts, and investments, delivering specialist care andexpertisethat makes a real difference for people. When you join us, you become part of a team that creates an impact that lasts. Ready to learn more? Explore ourwebsiteand check out ourYouTubevideos to see howwe’reshaping the future. About the role |Mōtetūranga This is a role where people and detail come together. You’llspend your days supporting customers through important life decisions — helping them put Wills and Enduring Powers of Attorney in place, and making sure they clearly understand their options. No two days are the same. One momentyou’llbe having a thoughtful conversation with a customer, the nextyou’llbe working behind the scenes to ensure everything is documented correctly and completed to a high standard. You’llmanage your own pipeline of work, balancing customer care with performance targets.It’sa role that requires focus, organisation, and the ability to keep multiple tasks moving at once. You’llwork independently, taking ownership of your workload and making sure every interaction and outcome is handled with care, accuracy, and professionalism. In this role, you will: Lead Wills and EPA conversations, guiding customers in a clear and empathetic way Manage a busy pipeline of work, balancing customer needs with performance targets Prepareaccuratedocumentation and follow structured processes to ensure quality and compliance About you | Ngā kōrero mōu If you enjoy working with people and naturally build trust through clear, honest conversations,you’llfeel at home in this role. It suits someone who can take complex information and explain it simply, helping customers feel informed, comfortable, and supported. Many people in this role have developed their skills in customer-facing, target-driven environments, where delivering great service and achieving results go hand in hand — and are motivated by working towards clear financial and performance goals. You might be someone who enjoys structure and takes pride in working in a methodical way — paying attention to detail, following processes, and getting things right the first time. It’slikelyyou’reused to managing a busy workload, balancing multiple customers and tasks, and knowing how to prioritise to keep things moving without becoming overwhelmed. A calm, thoughtful communication style goes a long way here — especially when conversations require care, empathy, and sensitivity. You’llalso be part of a wider team that provides legal and accounting support to families, often during emotionally significant times, which brings an added sense of purpose and meaning to the work. At its core, this role is a great fit for someone who genuinely enjoys helping others, is motivated by achieving strong results, and wants to do meaningful work that makes a real difference. What we offer | Āmātoumahi At Public Trust, we havea strong senseof purpose and shared values that put people at the heart of everything. We offer an inclusive and collaborative work environment, underpinned by our culture of care. Our people love thatthey’remaking an impact for our customers,communitiesand New Zealand.You’llhave access tocompetitivesalary and ongoing development opportunities, and we offer a range of great benefits, including; Learning and development You will have opportunities to build your career, access to continuous learning and development, and theoptionto undertake paid study Wellbeing You’llhave access to workshops, activities and support services designed to help you feel your best — physically,mentallyand emotionally Birthday Leave Take a paid day off for your birthday! Protecting what matters most You can get your will and enduring power of attorney sorted for free. #J-18808-Ljbffr