Estate Manager

We’re looking for an experienced Estate Manager to join our Estate Management Services team in Auckland. In this role, you’ll manage a portfolio of estate files, ensuring beneficiaries and internal clients receive a positive experience. You’ll oversee estate administration from start to finish, including probate applications, asset distribution, and compliance with governing legislation and company best practices. Reporting to the Estate Services Manager, you’ll become part of a close-knit team of seasoned professionals with over 50 years of combined expertise. This is a rare chance to learn from industry leaders, gain hands-on experience in complex estate management, and accelerate your career in a highly specialised field. If you’re passionate about delivering exceptional client service and want to grow in a supportive, knowledge-rich environment, this is the role for you.

About You You’re detail-oriented, empathetic, and thrive in a role that requires strong organisational skills and client focus. You can manage complexity, work collaboratively, and maintain high standards of accuracy and professionalism. You’re tech-savvy and comfortable using multiple systems to keep records up to date.

• Administer a portfolio of estates in line with legislation and company standards.
• Liaise with our Legal team to prepare and manage High Court Probate applications.
• Communicate regularly with beneficiaries and keep them informed throughout the process.
• Coordinate with internal teams and external professionals to ensure timely completion of tasks.
• Maintain accurate records across trust accounting, CRM, and other systems.
• Ensure compliance with risk management, health and safety, and delegated authority frameworks.
• Contribute to team improvement initiatives and mentor new team members when required.
• Experience in estate administration, legal secretarial work, or financial/professional services is essential
• A collaborative approach and strong interpersonal skills.
• Proven strong client service skills with the ability to demonstrate empathy
• Excellent organisational and time management skills.
• Proficiency in office systems (e.g. NavOne, IManage and CRM) and technology.
• Ability to interpret and apply financial and legal information.
• Opportunity to work with Wealth Management Experts in New Zealand – career growth and training opportunities. This role can be a gateway into the specialised industry of wealth protection.
• Health and Life Insurance Cover*
• Discounts on company products – including free Will!
• Discounts on products and services through commercial business partners

*eligibility criteria apply.Next Steps Applicationsmustinclude an up to date CV as well as a Cover Letter addressing the selection criteria above and why this role interests you. We will accept applications up until 13 February 2026, though we will commence interviews as we see suitable candidates coming through.

Please note that we will not be providing feedback on applications before the interview stage.

Note: Only candidates who are legally entitled to work in New Zealand will be considered. Previous applicants need not apply.

Perpetual Guardian Group is the largest non-Government philanthropic entity in Aotearoa and the leading provider of fiduciary services in New Zealand. Through the provision of expert trust, asset planning and investment management across generations of New Zealanders, we've become leaders in the industry and, most importantly, trusted partners with our clients. We are specialists in providing Wills, Trusts and Enduring Powers of Attorney.  We understand the sensitive nature of Wills, supporting grieving families, helping to plan estates and achieve financial goals.