Find Your 4-Day Work Week

Join Us as a Customer Service & Administration Superstar! Are you passionate about delivering exceptional customer experiences and providing top-notch administrative support? Do you thrive in a busy environment where attention to detail and strong organisational skills make all the difference? If so, we want you on our team in Auckland Head Office!

In this role, you’ll be the first point of contact for our Philanthropy team—managing the group inbox and phone line, responding promptly and professionally to enquiries, and ensuring stakeholders receive accurate, timely information. You’ll also play a key role in grant administration, supporting the delivery of well-managed grant rounds and helping us make a real impact in the charitable and philanthropic sector.

About You We’re looking for someone who:

• Has a strong customer service focus and a solutions-driven mindset.
• Brings excellent attention to detail, organisational skills, and a strong work ethic.
• Is technically savvy, with experience in, Microsoft Office (Excel, Word, PowerPoint), and other proprietary platforms.
• Enjoys working collaboratively as part of a team and building positive relationships with a diverse range of people.
• Has a genuine interest in the charitable and philanthropic sector.

If you’re a completer-finisher who loves making things happen and takes pride in delivering outstanding admin, this is your chance to join a team that’s making a difference every day.

Application DeadlineFebruary 13, 2026DepartmentPhilanthropy Employment TypePermanent - Full TimeLocationAuckland Head OfficeWorkplace typeOnsiteReporting ToKirsten Kilian-Taylor

Key Responsibilities

As a Philanthropy Officer, you will:

• Provide exceptional customer service to internal and external stakeholders.
• Administer grant registrations, applications, and payments with precision and care.
• Deliver comprehensive administrative support, from meeting logistics and minutes to reporting and CRM updates.
• Support events and projects that help drive our Philanthropy strategy forward.

Skills, Knowledge and Expertise

• Ability to keep pace with a busy office and juggle multiple tasks and deadlines
• 1+ year’s administration and customer service experience, preferably in financial services or the trustee industry
• Ability to maintain deep relationships with stakeholders
• Proven computer skills
• Excellent attention to detail and strong work ethic.
• A flexible working style with the ability to excel when working independently and as part of a team

Benefits

• 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 Applications must include 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.

About Perpetual Guardian

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.