Current jobs related to Trust Practitioner - City of Cape Town Metropolitan Municipality - Nedbank

  • Property Practitioner

    3 weeks ago

    Cape Town, South Africa Trust Property Full time

    A new and exciting opportunity with **TRUST PROPERTY**, a reputable and successful Real Estate Agency, is seeking motivated and customer-focused **Rental Property Practitioners**(Real Estate Agents) to join our dynamic team. As a Rental Property Practitioner, you will assist Clients in finding their ideal rental properties, ensuring a seamless and positive...

  • Trust Practitioner

    3 weeks ago

    Cape Town, Western Cape, South Africa Nedbank Full time

    Job title : Trust PractitionerJob Location : Western Cape, Cape TownDeadline : March 14, 2025Quick Recommended LinksJobs by Location Job by industries Job PurposeTo deliver Trust services through individual professional contribution, influence, effort & self-management in line with the Nedbank and Nedgroup Trust business strategy.                ...

  • Tax Practitioner

    2 weeks ago

    Cape Town, Western Cape, South Africa CA Financial Appointments Full time

    Our client, a trust and investment management company, is seeking a Tax Practitioner (Trusts), responsible for trust tax and related tax compliance support. The suitable candidate will have prior trust tax experience.Responsibilities:Completion of ITR12T return, including submission to SARS, and calculations of tax payments and ensuring execution of...

  • Trust Administrator

    3 days ago

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

    Job Description">Manage and maintain accurate and up-to-date trust client files, including contact details.Ensure compliance with all regulatory and statutory requirements locally and internationally.Draft essential documents such as trustee resolutions and meeting minutes.Effectively liaise with third parties, such as SARS, the Master of the High Court,...

  • Healthcare Practitioner

    8 hours ago

    Cape Town, Western Cape, South Africa Ntice Search Solutions Full time

    Mouton Citrus, a leader in the citrus industry and a vertically integrated producer, packer, and exporter located in the Citrusdal valley, has an opportunity for a Healthcare Practitioner within the Mouton Foundation. The Mouton Foundation is a non-profit trust that undertakes various activities and programs in the fields of education, health, facilities,...

  • Trust Compliance Administrator

    3 weeks ago

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

    Trust Compliance Administrator (JB5041)Newlands, Cape Town (Office Based)R45 000 - R55 000 CTC per monthProvident Fund, Group RiskPermanentSeeking a detail-oriented Trust Compliance Administrator to manage and oversee compliance for new and existing Trust client portfolios.This role ensures adherence to the Trust Property Control Act and best practices while...

  • Advanced Nursing Practitioner

    5 days ago

    Cape Town, Western Cape, South Africa Mediclinic International Full time

    Join Our Team: Advanced Nursing PractitionerAbout Us: Mediclinic International is a leading provider of private healthcare services. We're committed to delivering high-quality care to patients and investing in the growth and development of our staff.Job Summary: We're seeking an experienced Nurse Specialist to join our team as an Advanced Nursing...

  • Accountant/Tax Practitioner

    3 weeks ago

    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Description:My client is looking for a skilled and knowledgeable Accountant/Tax Practitioner (Must be Registered as a Tax Practitioner) to join their team. The ideal candidate will have experience in tax and accounting, particularly in completing income tax returns, evaluating assessments, and managing various tax-related tasks. This role requires a...

  • Training and Development Specialist

    2 days ago

    Cape Town, Western Cape, South Africa Thandeka Vocational Education Trust (Pty) Ltd Full time

    Thandeka Vocational Education Trust (Pty) Ltd is a private training provider offering various programs. We are currently seeking an experienced Skills Development Practitioner to facilitate both theoretical and practical modules.The ideal candidate will have excellent training and facilitation skills, with the ability to effectively engage students in the...

  • Occupational Health Nursing Practitioner

    2 weeks ago

    Cape Town, South Africa AVI Limited Full time

    A love for the sea and passion for fishing are the driving forces behind I&J, a leading fishing company and manufacturer of high quality chilled and frozen foods. Almost 110 years old, I&J is the trusted name in seafood, operating a modern and efficient trawler fleet, and continually investing in the training and development of experienced fishing crews,...

  • Tax Compliance Officer

    2 weeks ago

    Cape Town, South Africa Insphired Recruitment Solutions Full time

    Our client in the Financial Services industry is currently looking for a **Tax Compliance Officer**, in Cape Town. **Responsibilities**: - Portfolio management of approximately 350 - 450 clients in a tax compliance department. - Completing of annual income tax returns for individuals (including high net worth individuals and entrepreneurs), companies,...

  • Interim Operational

    2 days ago

    Province of North West, South Africa First Clinical Ltd Full time

    Highly successful Interim NHS Manager possessing 20 years experience with a proven track record of delivery in transformation, efficiency, productivity and financial turnaround.Efficiently identified and realised significant outpatient utilisation income gains and positively influenced 2 week and 18 week performance as well as improvement of CIP delivery at...

  • HR Administrator Position

    2 days ago

    Cape Town, Western Cape, South Africa Quest Staffing Solutions Full time

    We're seeking an experienced HR Administrator to assist with Hire to Retire activities relating to recruitment, onboarding, and exits in our Shared Services Centre. The successful candidate will provide guidance and encouragement to HRBPs & Practitioners, line managers, and employees regarding the utilization of HR Systems.Key responsibilities...

  • HR Practitioner

    2 weeks ago

    Cape Town, South Africa Baker Tilly Greenwoods Full time

    **Background on the Firm**: Baker Tilly Greenwoods is one of the oldest and largest independent auditing, accounting and advisory firms in Cape Town. As an independent member firm of Baker Tilly International, we operate within South Africa with associated independent member firms in Johannesburg and Durban. Integrity, trust and commitment are core values of...

  • HR Services Coordinator

    2 days ago

    Cape Town, Western Cape, South Africa Quest Staffing Solutions Full time

    You will work within the Shared Services Centre and assist with Hire to Retire activities relating to recruitment, onboarding, and exits. You will provide guidance and encouragement to HRBPs & Practitioners, line managers, and employees regarding the utilization of HR Systems.Your key tasks will include:Providing guidance and encouragement to HRBPs &...

  • Recruitment and Support Staff

    2 days ago

    Cape Town, Western Cape, South Africa Quest Staffing Solutions Full time

    This position involves working within the Shared Services Centre and assisting with Hire to Retire activities relating to recruitment, onboarding, and exits. You will provide guidance and encouragement to HRBPs & Practitioners, line managers, and employees regarding the utilization of HR Systems.Your duties will include:Providing guidance and encouragement...

  • Human Resources Assistant Role

    2 days ago

    Cape Town, Western Cape, South Africa Quest Staffing Solutions Full time

    In this role, you will form part of a team within the Shared Services Centre and be responsible for assisting with Hire to Retire activities relating to recruitment, onboarding, and exits. You will provide guidance and encouragement to HRBPs & Practitioners, line managers, and employees regarding the utilization of HR Systems.Your key responsibilities will...

  • Senior Talent Acquisition Practitioner

    1 week ago

    Cape Town, Western Cape, South Africa juru Full time

    Join to apply for the Senior Talent Acquisition Practitioner role at Juru Holdings.My client is seeking a motivated, consultative and experienced Recruitment Consultant to join their collaborative, dynamic and talented team. Someone who will play an integral part in acting as a trusted client advisor and candidate advocate.In this role, you will combine...

  • Senior Talent Acquisition Practitioner

    2 days ago

    Cape Town, Western Cape, South Africa Juru Full time

    Join to apply for the Senior Talent Acquisition Practitioner role at Juru Holdings. My client is seeking a motivated, consultative and experienced Recruitment Consultant to join their collaborative, dynamic and talented team.Someone who will play an integral part in acting as a trusted client advisor and candidate advocate. In this role, you will combine...

  • Occupational Health Nursing Practitioner

    2 days ago

    Cape Town, Western Cape, South Africa I&J Limited Full time

    A love for the sea and passion for fishing are the driving forces behind I&J, a leading fishing company and manufacturer of high quality chilled and frozen foods.Almost years old, I&J is the trusted name in seafood, operating a modern and efficient trawler fleet, and continually investing in the training and development of experienced fishing crews,...

Trust Practitioner

1 month ago

City of Cape Town Metropolitan Municipality, South Africa Nedbank Full time
Job title : Trust PractitionerJob Location : Western Cape, Cape TownDeadline : March 14, 2025Quick Recommended Links
  • Jobs by Location
  • Job by industries

Job Purpose

  • To deliver Trust services through individual professional contribution, influence, effort & self-management in line with the Nedbank and Nedgroup Trust business strategy.                
  • To administer a portfolio of trusts, of varying nature and complexity for the purpose of generating fees and contributing to the Client Value Proposition of Money Experts that do good” as part of a full     range of fiduciary services, to make Nedbank the great place to bank for our clients.

Job Responsibilities

  • Meet Income Financial Targets consistently, i.e., also be responsible for the financial viability analysis of each client, and that valid, accurate and complete fees are taken each month
  • Ensure Costs are contained, and efficiencies implemented to reduce cost to business
  • Meet all agreed client service and satisfaction objectives, measured through Client Surveys undertaken from time-to-time
  • Respond to clients within 24 hours of initial client contact; [whether through emails, telephonic or other means]
  • Monitor own monthly work output to ensure any deadlines set by external parties or internal deadlines or commitments are met. Including regulatory deadlines per client are met
  • Ensure the client objectives and requirements are executed with care, skill and diligence as a Fiduciary representative of the trust and the Business
  • Manage client accounts to ensure all liabilities are paid timeously, insurances are paid, assets are managed in line with the objective of the trust instrument
  • Complaints: ensure all complaints are logged onto channel and responded within the defined SLA
  • Ensure key client information on systems meets internal control requirements
  • Planning clients with foresight to ensure unplanned for events can be dealt with minimal disruption to client service delivery
  • Build trusting and sound working relationships built with team members, managers, peers and cross-functional departments to deliver results to the common client
  • Proactively build relations and networks to understand the bigger picture and deliver breakthrough results and experience for clients. Comply with risk standards defined, ensure self-monitoring and appropriate corrective action taken when risk matters are raised
  • Understand and live the Nedbank Vision, Values and Goals and ascribe to the People Promise and the NEDBANK WAY
  • 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
  • Performance against targets set for regulatory compliance, risk management/risk appetite, internal audit, Market conduct and culture program and other business process obligations
  • Practice regular training to ensure knowledge about Laws, regulations and compliance is kept up to date and relevant
  • Ensure that there is sufficient representation and attendance at Stakeholder & Industry discussions e.g. FISA membership, BASA discussions, etc. 

People Specification

Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualification

  • Fiduciary post-graduate diploma
  • Bachelor’s degree in law, Accounting or Tax

Essential Certifications

Preferred Certifications

  • Fiduciary Institue of South Africa or Financial Planning Institue.

Minimum Experience Level

  • At least 5-8 years’ experience in the fiduciary business especially Trusts 

  • Accounting / Financial Services  jobs