About the Business
Trustees Executors have a rich history of over 140 years. We are proud to be the oldest and leading provider of corporate supervision and fund administration services in New Zealand.
At Trustees Corporate Supervision, we aim to be the supervisor and trustee of choice in the New Zealand market. As a market-leading licensed supervisor, we are trusted by investors to do the right thing every time. Our dedicated team of experienced industry professionals deliver superior first-class service to our clients. We go beyond compliance to provide a value-added proposition by offering a tailored and flexible approach to meet the supervision needs of our clients. Their success is our priority.
Proudly supervising more than $160 billion in investors' funds, our mission as New Zealand’s leading financial markets supervisor and trustee is to protect investors' assets.
About the role: The Operations Associate will be part of a team responsible for assessing and making decisions on applications for KiwiSaver early withdrawals.
The role will require the ability to liaise with our Managed Investment Scheme KiwiSaver clients on a professional basis while fulfilling the Company’s statutory obligations.
About you:
You will be a team player with the ability to support and work across teams as the need arises in support of workload management. Ideally, you will have the following qualities: - Motivation: A dedication to serving our clients and surpassing their expectations
- Proactivity: An openness to adapting work styles, identifying potential for improvement, and acting
- Respect: Excellent relationship management skills and the ability to work effectively with others in a multi-disciplinary setting
- Integrity: Strong principles and unwavering conduct that can be relied on to deliver on our promises.
Key Responsibilities
- Process KiwiSaver early withdrawal applications in accordance with legislation and best practice guidelines.
- Receive incoming Kiwisaver early withdrawal applications and posting active cases to CRM.
- Ensure professional client communications are carried out.
- Ad-hoc project management and general assistance to the wider team as required, especially any business unit statutory reporting obligations of TCS.
- Engage with industry and other sources of intelligence to identify emerging risks, themes and best practice.
Skills, Knowledge & Expertise
- A minimum of two-three years’ experience in financial services.
- An understanding of, and experience in, the KiwiSaver early withdrawal process would be advantageous, but not essential.
- An keen eye for detail and an understanding of customer expectations.
- Solid personal computer skills, especially MS Office.
- Client service focused and strong people skills.
- Ability to communicate and influence all levels of an organisation up to senior management
- Sound judgement and application of policies.
Job Benefits
- Health and Life Insurance Cover*
- Flexible Working Arrangement*
- Discounts on company products – including free Will!
- Discounts on products and services through commercial business partners
*Eligibility criteria apply.
If you are interested in this role, please APPLY NOW! Remember to include your CV and cover letter outlining the criteria and why the role interests you. Applications will be accepted until 9 October 2026, although we will commence interviews as we see suitable candidates coming in.
Please note that we will not be providing feedback on any applications declined before the interview stage.
Note: Only candidates who are legally entitled to work in New Zealand will be considered.
