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Trust Officer

599215 · Light Next-day ready

Description

Administers trusts, estates and settlements on behalf of beneficiaries.

Typical work tasks

Assists solicitors in areas of conveyancing, contracts, common law, probate and other legal practice matters; satisfies statutory requirements, establishes beneficial entitlements and distributes assets.

Typical work environment

  • Works indoors in legal offices, courts, hearing rooms and associated areas.
  • Indoor workspaces are adequately heated, ventilated, cleaned and lit.

Typical physical and mental demands

  • Sedentary to light physical demand levels.
  • Sits frequently to constantly when carrying out clerical tasks and when in court.
  • Frequently stands and walks about the office and related areas to carry out research and confer with colleagues.
  • Stretching, twisting, climbing and lifting is not a significant component of the job.
  • Bending, squatting or crouching movements should be unnecessary.
  • Repetitive hand and finger movements are frequent when operating a computer or using writing instruments.
  • Driving is not a significant component of the job.
  • Use of minor office hand-held objects and equipment such as pens, calculators and staplers, as well as computers and telephones will be occasional to frequent.
  • Mental skills necessary include a high level of concentration, administration, organisation, research, clerical and communication skills.
Entry signal Model estimate

Enter via experience or on-the-job training; no mandatory pre-entry qualification. Flagged next-day ready.

Entry barrier Experience or on-job training
Licence / registration No licence required
ANZSCO skill level 3
Next-day ready Yes

Unverified — this label is model-generated and not yet clinician-reviewed. Confirm against the WTDS before relying on it.

How this was determined (model-generated): Trust officer: entry-level OJT sufficient; no mandatory pre-entry qual or licence. Holds.

Entry Requirements

A New Zealand Register Level 4 qualification or at least three years of relevant experience (ANZSCO Skill Level 3). In some instances particular experience and/or on-the-job training may be required. For entry-level positions on-the-job training is sufficient.

Further Comments

There are opportunities for flexibility of movement.