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Trust Specialist
2 weeks ago
Career Stream: Fiduciary in Sales and Services
Leadership Pipeline: Manage Self: Professional
Job PurposeTo provide Trust, Accounting, and Taxation services by acting as Nominee/Corporate Trustee and Trust Practitioner to clients aligning with Nedbank and Nedgroup Trust business strategy.
Job ResponsibilitiesConduct financial viability analysis for each client and ensure accurate fees are collected from each trust.Execute Trustee responsibilities with quality and adherence to standards and procedures.Meet Project targets, establish team standards, and enhance project delivery efficiency to minimize costs and risks.Maintain client relationships by promoting relevant products.Offer specialized trustee/nominee support covering all Trust management aspects.Review trust deeds, resolutions, and minutes as needed based on trust complexity.Cultivate a client-centric culture and achieve service goals and client satisfaction.Ensure precise execution of client objectives with care and skill.Support new business initiatives and client retention.Job Responsibilities ContinuedEstablish strong relationships with managers, peers, and other departments for client benefit.Define annual plans, resolutions, and objectives for efficient client service.Manage processes to meet quality, quantity, and regulatory standards.Identify and address resource inefficiencies for optimization.Align with Nedbank's Vision, Values, and Goals.Acquire and share professional expertise, assisting in team development.Provide training and guidance on fiduciary matters and processes.Maintain Trust Management standards and conduct regular training on legal and compliance matters.Oversee implementation, review, and corrective actions.People SpecificationEssential Qualifications: Matric / Grade 12 / National Senior Certificate
Preferred Qualification: Post graduate management qualification with Trust exposure
Essential Certifications: Fiduciary Institute of South Africa
Preferred Certifications: SAICA Certification
Minimum Experience Level: 8 - 10 years in Trusts, Accounting, and Tax.
Technical / Professional Knowledge- Operational Knowledge in the respective cluster
- Regulatory understandingli>Project management principles/li>
- Business terminology and concepts
- Software and systems proficiency
- Effective communication strategies
- Data analysis skills
- Research methodologies
- Governance, Risk, and Controls comprehension
- Financial management principles
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