Trust Administrator – Part Time

• Fixed Term Contract (14 months) covering maternity leave
• Part time hours 32.5 per week, Monday to Friday
• Mix of administration, customer service and accounting support tasks
• Salary $70K pro rata for part time hours

This administration-based role is working for a membership-based organisation who provide financial trust services to members.  Working with a close-knit team, this varied role supports members and their customers with a range of services.  Working part time hours, Monday to Friday, you will be able to assist with a variety of tasks in customer service, accounting support and administration. 

What’s in it for you?

• Utilise your extensive skills and experience in a role that offers variety.
• Part time hours that may suit return to work or a genuine part time career choice.
• Be part of a team that is supportive, takes pride in the services they offer and deliver.
• Work in the heart of Lambton Quay close to shops, amenities and public transport.
• This role is 100% based in the office however work from home flexibility is available on an ad hoc basis.
• Join an organisation that is collaborative, growing and community focused.

Day to day responsibilities include:

• Primary contact for members/customers responding to queries via phone and email.
• Manage CRM database ensuring customer information and transactions are updated and processed.
• Process accounts payable, receivable and daily reconciliations.
• General administration including system and process improvement.

To be successful in this role:

• Proven experience in customer service, administration and accounting support functions.
• A background working in financial products and services would be a benefit.
• Tech savvy with a strong knowledge of Microsoft Suite and knowledge of Xero.
• Excellent attention to detail, accuracy and ability to follow processes.
• Confident communicator who is used to working in a phone-based customer service role.
• A natural problem solver who enjoys customer interaction.
• Positive and professional “can do” attitude.

If this part time opportunity is just the sort of role you are looking for, please don’t hesitate to submit your application quoting reference 129826.  This is a fixed term contract role covering maternity leave.  Ideal start date is mid-June 2025 to accommodate handover training and induction.  To find out more about this role, email Sharlene.yule@beyond.co.nz