Trust Administrator

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: Operational
  • FAIS Affected
    Job Purpose
  • To provide full administrative services and support to highnet worth clients (i.e. trusts; trust beneficiaries; close corporations and private companies) in line with Nedbank's business strategy to create a great place to invest.

Responsibilities:

  • Engage in clients' meetings by providing the necessary support documents in relation to their needs.
  • Action clients' instructions from the business meetings to meet their needs.
  • Supply the necessary information to our internal support staff in order to meet our clients' needs.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Ned bank Culture building initiatives (e.g. staff surveys etc.).
  • Participate and support corporate social responsibility initiatives for the achievement of business strategy (e.g. training/awareness on digital forensic examination to external parties on pro bono basis).
  • Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools; policies and procedures to add value to Ned bank.
  • Add value to Ned bank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools; policies and procedures.
  • Administer client's affairs on their behalf by banking; distribution of funds due to local and overseas beneficiaries including offshore remittances.
  • Attending to statutory returns; income tax returns by engaging with the necessary authorities.
  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
  • Understand and embrace the Nedbank Vision and Values by demonstrating the values through interaction with team and stakeholders.
  • Ensure that own contribution and participation contributes to the achievement of team goals.
  • Create and manage own career through guidance and support of management, department and colleagues.
  • Improve personal capability and stay abreast of developments in field of expertise by identifying training courses and career progression for self through input and feedback from managers.
  • Ensure personal growth and enable effectiveness in performance of roles and responsibilities by ensuring all learning activities are completed; experience practiced and certifications obtained and/or maintained within specified time frames.
  • Ensure knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
  • Provide the updated information opt the necessary departments for FICA purposes. Inform the necessary parties with regards to make payment within limit.
  • Comply with standard operating procedures (i.e. banking procedure) by keeping abreast of current legislation.

People Specification

  • Essential Qualifications
  • NQF Level
  • Matric / Grade 12 / National Senior Certificate
  • Diploma


 Essential Certifications
  • Minimum Experience Level years' experience in Banking and Administrative experience advantageous.
    Technical / Professional Knowledge
  • Microsoft Office
  • Administrative procedures and systems
  • Data analysis
  • Business writing skills
  • Relevant regulatory knowledge


 Behavioural Competencies
  • Customer Focus
  • Applied Learning
  • Collaborating
  • Communication
  • Managing Work
  • Adaptability
- **_Please contact the Nedbank Recruiting Team at _

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