Trust Officer
599215 · Light Next-day readyDescription
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.
Enter via experience or on-the-job training; no mandatory pre-entry qualification. Flagged next-day ready.
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.