Trust Support Coordinator

We are looking for a proactive and highly organised Trust Support Coordinator to join our close-knit and collaborative team at New Zealand Trustee Services (NZTS). This role plays a key part in supporting our Trust Managers and General Manager in delivering exceptional client service and ensuring the smooth operation of trust-related processes and documentation. You will liaise with a wide range of stakeholders including clients, lawyers, accountants, banks, and advisors, contributing to strong relationship management and professional service delivery.

You’ll be responsible for preparing trust documentation, managing internal processes, supporting compliance activities, and assisting with day-to-day operations and administration. This is a varied and rewarding role suited to someone with strong attention to detail, a customer-first mindset, and a willingness to be part of a team that works together and supports one another.

DepartmentNZTS Employment TypePermanent - Full TimeLocationChristchurch Branch Workplace typeOnsiteReporting ToBryan Ivamy

Key Responsibilities

• Prepare and manage trust documentation such as trust deeds, minutes, and invoices
• Liaise with external stakeholders including clients, solicitors, accountants, and financial institutions
• Maintain accurate electronic and physical records, and manage filing and correspondence
• Support colleagues with client meetings and occasional attendance.
• Ensure documentation is correctly signed and distributed, and assist with day-to-day office tasks

Skills, Knowledge & Expertise

• Proven administration experience, ideally in legal, trust, or financial services, with Legal Executive experience strongly preferred
• Strong communication skills and ability to build rapport with clients and professionals
• High attention to detail, accuracy, and strong time management
• Sound knowledge of Microsoft Office and general computer literacy
• Understanding of compliance obligations such as AML, FATCA, and CRS (preferred)

If you're a motivated and reliable professional who enjoys variety, takes pride in your work, and is looking to grow your experience in a well-respected trust services environment, we’d love to hear from you.

Apply now and join a team that values collaboration, quality service, and supporting each other to succeed.

Job Benefits

Benefits

• Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
• Health and Life Insurance Cover*
• Discounts on company products – including free will!
• Discounts on products and services through commercial business partners

*eligibility criteria apply. Next Steps Applications must include an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you.

We will accept applications up until 31 August 2025, though we will commence interviews as we see suitable candidates coming through.

 Please note that we will not be providing feedback on applications before the interview stage.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.

About Perpetual Guardian

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients.

We are specialists in providing Wills, Trusts and Enduring Powers of Attorney.  We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.