Trust Officer

2 weeks ago


Cape Town, South Africa Nedbank Full time

**Job Classification**
- Job Family- Sales and Services
- Career Stream- Fiduciary
- Leadership Pipeline- Manage Self: Technical
- FAIS Affected**Job Purpose**
- To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.**Responsibilities**:

- Adhere to company policies and procedures through appropriate investment of trust assets and overall trust administration.
- Keep up-to-date with legislation and regulation by reading up on the industry-related information.
- Ensure risks are minimised by following a checking and verification process.
- Ensure that there is no financial and reputational risk to the company by adhering to the internal knowledge base.
- Administer the client's trust in a professional manner in terms of the will or trust deed.
- Manage clients and beneficiary needs and their expectations by taking the appropriate action and delivering the required service in a timeous manner.
- Assist colleagues in trust-related problem solving by giving them advice on any specific query.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
- Generate an income stream through fee-taking in a timely manner in order to meet company's financial goals.
- Identify new business opportunities/leads by getting to know our clients better.
- Provide an oversight of daily administration activities by checking and verifying data.
- 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 demonstrate the values through interaction with team and stakeholders.
- 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 information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with team

**People Specification**
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Preferred Qualification- Diploma/Higher Diploma in Banking. NQF5 and upwards recognised by FISA and SA Banking Industry. Associated Financial Planner/Certified Financial Planner (FPI), LLB Degree.- Essential Certifications- Preferred Certifications- Fiduciary Institue of South Africa or Financial Planning Institue.- Minimum Experience Level- 2 - 5 years relevant experience

**Technical / Professional Knowledge**
- Administrative procedures and systems
- Business writing skills
- Relevant regulatory knowledge
- Relevant software and systems knowledge
- Banking knowledge
- Banking procedures
- Cluster Specific Operational Knowledge
- Business principles
- Business terms and definitions
- Governance, Risk and Controls
- Behavioural Competencies- Customer Focus
- Applied Learning
- Work Standards
- Earning Trust
- Decision Making
- Quality Orientation
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_


  • Trust Officer

    5 days ago


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

    Our client, a boutique fiduciary services company, is seeking a Trust Officer / Fiduciary Specialist to join their team. The purpose of the role is to manage the administration of existing Trust clients in accordance with the requirements set out by the Trust Property Act and the company's Practice Manual, as well as identify and report possible issues and...

  • Trust Officer

    2 weeks ago


    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - 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...


  • Cape Town, South Africa Graduate Placements Full time

    A client-focused trust and investment management company providing financial planning and investment advice and services to clients planning for, or already in their retirement years, is seeking to employ a Trust Officer Administrator. This role handles administrative support for the trust officers (financial / investment advisors) within the team, and...


  • Cape Town, South Africa RecruitAGraduate Full time

    **Job Information**: Job Opening ID ZR_1228_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R25 000 - R32 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - A client-focused trust and investment management company providing financial planning and investment advice and...


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

    A client-centric financial planning team seeking the assistance of a Trust Officer Assistant to join their team. Lovely, stable and experienced team based in the Somerset West.Responsible for admin support for the Trust Officers handle follow-up correspondence with clients, beneficiaries and third-party providers, liaise with internal department ensure...


  • Cape Town, South Africa Graduate Placements Full time

    **Responsibilities**: - Collation of all necessary documentation relating to administration of local and offshore investment instructions, including redemption's and switches, and share dealing. - Ensure necessary authority is obtained, preparation and capturing of same on internal systems (Fundamental, and Climan/ CRM system). - Daily/ monthly EFT payments...

  • Officer Trust Services

    24 hours ago


    Cape Town, 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 Summary To...


  • Cape Town, South Africa RecruitAGraduate Full time

    **Job Information**: Job Opening ID ZR_1229_JOB Hours of work Full-time Industry Financial Services Location Type In Office Salary R22 000 - R25 000 Remuneration Term Per Month Province Western Cape City Cape Town Country South Africa - **Responsibilities**: - Collation of all necessary documentation relating to administration of local and...


  • Cape Town, South Africa Intrinsic Consulting Services Full time

    Due to expansion, another exciting opportunity has arisen for a Bookkeeper or Accountant, with completed SAIPA articles, to fulfill the role of Trust & Tax Compliance Officer at this well established and highly respected Financial Services Company. - 8-10 years relevant experience in similar function in a Trust Taxation environment. - Completed SAIPA...


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

    Job Description:Company Overview: Kontak Recruitment is a specialist recruitment agency, dedicated to delivering top talent in niche fields. Our expertise lies in placing candidates in key roles within these industries.Role Summary: We are currently seeking a detail-oriented and organized Trust Compliance Administrator to manage and oversee compliance for...

  • Trust Officer

    2 weeks ago


    Cape Town, South Africa Nedbank Full time

    **Job Classification** - Job Family- Sales and Services - Career Stream- Fiduciary - Leadership Pipeline- Manage Self: Technical - FAIS Affected**Job Purpose** - To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank...


  • Cape Town, South Africa Job Tool Kit Full time

    Trust and Tax Compliance Officer Vacancy Available! Key requirements for applicants: - Previous experience in similar function a requirement, with proven track record - Experience gained in trust accounting a requirement - Experience in income tax for individuals, including for provisional tax payers - Matric a requirement, preferably with accounting a...


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

    As a Bookkeeper and Office Manager, you will be responsible for maintaining the accuracy of financial records, processing payments, and handling VAT calculations. You will also oversee day-to-day office operations, including supplies procurement, equipment maintenance, and vendor management.Minimum 5 years of bookkeeping and office management experience,...

  • Trust Bookkeeper

    3 weeks ago


    Cape Town, South Africa CA Financial Appointments Full time

    Trust Bookkeeper for a well known legal firm based in CBD, Cape Town **Responsibilities**: ***Bookkeeping of all Trust and Business accounts - Processing all financial and month-end accounts - Compile monthly management reports - Action trust and business transfers - Reconciling of all accounts - Calculating VAT - Processing salaries - Reconcile debtors and...


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

    Job DescriptionNedbank is seeking a Trust Officer to administer a portfolio of trusts, primarily testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services.Key ResponsibilitiesAdminister trust assets in accordance with company policies and procedures.Stay up-to-date with legislation and industry developments...


  • Cape Town, South Africa Intrinsic Consulting Services Full time

    Our client, a well-established Investment & Trust company based in the Southern Suburbs has a new position available for a Tax Compliance Officer. Previous experience in similar function a requirement, with proven track record (8-10 years) - Experience in income tax for individuals, including for provisional tax payers - Computer literacy (intermediate): MS...

  • Trust Administrator

    2 weeks ago


    Cape Town, South Africa Lexdan Select Full time

    Lexdan Select is assisting a client with their search for a Trust Administrator, based in Stellenbosch. The client is a Family Office that manages the wealth of affluent families. The Trust Administrator role requires: - Prior experience in trust administration - Solid knowledge of trust law and regulations - Strong communication skills and the ability to...


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

    Nedbank is recruiting and accepting applications for Trust Officer vacancy.Purpose: To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.ResponsibilitiesAdhere to company policies and procedures...


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

    Nedbank is recruiting and accepting applications for Trust Officer vacancy.Purpose: To administer a portfolio of trusts, mainly testamentary, for the purpose of generating fees and leads as part of a full range of fiduciary services, in order to make Nedbank the great place to bank for our clients.ResponsibilitiesAdhere to company policies and procedures...

  • Trust Administrator

    7 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,...