Trust Specialist

2 weeks ago


Cape Town, Western Cape, South Africa Nedbank Full time
Job Classification

Career Stream: Fiduciary in Sales and Services

Leadership Pipeline: Manage Self: Professional

Job Purpose

To 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 Specification

Essential 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
Behavioural CompetenciesEngaging in Sales ConversationsEffective CommunicationTechnical and Professional SkillsCoaching AbilitiesInfluencing SkillsSound Decision Making
  • Trust Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa Nedbank Full time

    Job Classification Job Family Sales and Services Career Stream Fiduciary Leadership Pipeline Manage Self: Professional FAIS AffectedJob Purpose To deliver Trust, Accounting and Taxation services through enabling others, by serving as Nominee/Corporate Trustee and Trust Practitioner to clients in line with Nedbank and Nedgroup Trust business...


  • Cape Town, Western Cape, South Africa FirstRand Full time

    About us, purpose, experience and qualificationsabout us:- make a promise- be deeply invested- value our differences- build trust, not territory- have courage- always do the right thingpurpose: To provide an efficient and professional service to customersexperience and qualifications: Minimum Qualification : Relevant Degree or Diploma Experience: 2 to 3...

  • Fiduciary Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa AGC Recruitment Full time

    Fiduciary Specialist - Financial Services - Cape TownOur client, in the financial services industry, is seeking a Fiduciary Specialist to join their team in Cape Town. This position requires a client-centric approach, legal and financial expertise, and strong analytical skills.Responsibilities Trust Account Management. Fiduciary Guidance for Clients....

  • Senior Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa LRI Invest Full time

    Senior Specialist - Middle Office - Cape TownSummary of the positionThe Senior Specialist - Middle Office will be responsible for all aspects relating to the delivery for the start of day portfolio and reporting validation; system reconciliation; and client query support & resolution to specific clients. The Senior Specialist - Middle Office will combine...


  • Cape Town, Western Cape, South Africa DigiCert, Inc. Full time

    at DigiCertCape TownABOUT DIGICERTWe're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to the little things like surgically embedded pacemakers....

  • Tax Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa Candidate Connect Full time

    Rated Cape Town asset manager seeking to fill a Tax Specialist gap within the Retail Finance team.This is an EE designated role based in Cape Town.The company's Tax Governance is decentralised, where business areas own their operational tax processes. Group Tax offers support through consulting, engagement and operational support.In this role, the individual...


  • Cape Town, Western Cape, South Africa DigiCert, Inc. Full time

    at DigiCertCape TownABOUT DIGICERTWe're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to little things like surgically embedded pacemakers. We...


  • Cape Town, Western Cape, South Africa Network Contracting Full time

    Job & Company Description: Looking for competent Senior Sourcing Specialist to select and purchase lines of products on behalf of our company. The ideal candidate must be responsible individual with great attention to detail. The goal is to ensure that the business will always have adequate stock that meets its requirements.Key responsibilities...


  • Cape Town, Western Cape, South Africa PPS Recruitment Full time

    Job Advert Summary:To assist and support financial advisors primarily with investment advice, but also estate planning and business planning as part of a Specialist Support Services division whose purpose is to complement trusted advisers' value proposition to their clients (members and prospective members) so as to enhance the overall member...


  • Cape Town, Western Cape, South Africa DigiCert, Inc. Full time

    at DigiCertCape TownABOUT DIGICERTWe're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to little things like surgically embedded pacemakers. We...


  • Cape Town, Western Cape, South Africa Network Contracting Solutions Full time

    Job & Company Description:Looking for competent Senior Sourcing Specialist to select and purchase lines of products on behalf of our company. The ideal candidate must be responsible individual with great attention to detail. The goal is to ensure that the business will always have adequate stock that meets its requirements.Key responsibilities include:...


  • Cape Town, Western Cape, South Africa DigiCert, Inc. Full time

    at DigiCertCape TownABOUT DIGICERTWe're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to little things like surgically embedded pacemakers. We...


  • Cape Town, Western Cape, South Africa DigiCert Full time

    ABOUT DIGICERTWe're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to little things like surgically embedded pacemakers. We help companies put...


  • Cape Town, Western Cape, South Africa Absa Bank Limited Full time

    Bring your possibility to life Define your career with us With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryProvide...


  • Cape Town, Western Cape, South Africa Black Pen Recruitment Full time

    German Paid Ads Specialist (Advertising/Marketing)Our Client specialises in the leading Digital Marketing partner in South Africa. Their vision is to maximise your ROI through clever spending. Their services are accessible to all business sizes, offering a flexible fit throughout your journey. They are an accountable partner who listens to your needs and...


  • Cape Town, Western Cape, South Africa Nedbank Full time

    Job Classification Job Requisition Closing Date 5 July 202 Location Johannesburg Cluster Nedbank Wealth South Africa National Fiduciary Please Note: Preference will be given to applicants from Underrepresented Groups Job FamilySales and Service Career StreamFiduciary Leadership PipelineManage Self: Professional (MSP) FAIS Affected FAIS Affected YesJob...

  • Fund Specialist

    2 weeks ago


    Cape Town, Western Cape, South Africa Momentum Investments Full time

    Introduction Through our clientfacing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect...


  • Cape Town, Western Cape, South Africa Old Mutual Full time

    Description The Functional Solutions Specialist role involves the implementation, management, and optimisation of the compliance module within CRIMS, ensuring alignment with various legislative and mandate requirements. The Specialist will also oversee daily portfolio compliance monitoring, data maintenance, and act as a subject matter expert on coding...


  • Cape Town, Western Cape, South Africa Ten Lifestyle Group Full time

    Join Our Team as a German-speaking Quality Assurance SpecialistWe are a leading luxury hospitality, travel, and lifestyle company, crafting customized travel experiences, providing top-notch accommodations, and offering exclusive lifestyle services. Become part of our team dedicated to delivering exceptional experiences to our discerning clientele...


  • Cape Town, Western Cape, South Africa DigiCert, Inc. Full time

    at DigiCertCape Town, South AfricaABOUT DIGICERTWe're a leading, global security authority that's disrupting our own category. Our encryption is trusted by the major ecommerce brands, the world's largest companies, the major cloud providers, entire country financial systems, entire internets of things and even down to the little things like surgically...