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Trust Officer at Private Advertiser

Position Trust Officer
Posted 09 Jun 2026
Expired 09 Jul 2026
Company Private Advertiser
Location Auckland City | NZ
Job Type Full Time

Job Description:

Latest job information from Private Advertiser for the position of Trust Officer. If the Trust Officer vacancy in Auckland City matches your qualifications, please submit your latest application or CV directly through the updated Jobkos job portal.

Please note that applying for a job may not always be easy, as new candidates must meet certain qualifications and requirements set by the company. We hope the career opportunity at Private Advertiser for the position of Trust Officer below matches your qualifications.

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:

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

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.

 

Job Info:

  • Company: Private Advertiser
  • Position: Trust Officer
  • Work Location: Auckland City
  • Country: NZ

How to Submit an Application:

After reading and understanding the criteria and minimum qualification requirements explained in the job information Trust Officer at the office Auckland City above, immediately complete the job application files such as a job application letter, CV, photocopy of diploma, transcript, and other supplements as explained above. Submit via the Next Page link below.

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