Investment Paraplanner

2 weeks ago

Cape Town, South Africa Nedbank Full time

**Job Requisition**
- REQ 120484**Job Location**
- Cape Town- Leadership Pipeline- Manage Self: Operational

**Job Purpose**
- To offer administrative service and support to internal and external clients in order to achieve the Nedbanks goal of offering a world class service.

**Responsibilities**:

- 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 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 Nedbank.
- Add value to Nedbank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools; policies and procedures.
- Identify leads and send them to the business through engagement with clients and from the daily reports.
- Manage losses by following the correct compliance procedures and getting back to clients timeously to avoid interest claims.
- 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 administrative support to internal and external stakeholders by responding to the requests that come through the system.
- Capture and update the client database accurately against the information provided.
- File all client information as per filing system in place.
- Extract the daily audit reports from the system and check them against the work done in order to check for accuracy and submit to the line manager.
- Adhere to the compliance procedures to minimise risks and losses.
- Resolve client queries within specified timeframes by gathering information and providing feedback to the client.
- Build and maintain good relations with internal and external stakeholders through communication and providing a good service.
- Adhere to the compliance procedures to minimise risks and losses Capture and update the client database accurately against the information provided.
- File all client information as per filing system in place.
- Extract the daily audit reports from the system and check them against the work done in order to check for accuracy and submit to the line manager.
- Essential Qualifications - NQF Level- Matric / Grade 12 / National Senior Certificate
- Preferred Qualification- Diploma: Financial Management, Matric / Grade 12 / National Senior Certificate
- Minimum Experience Level- 2-3 working experience in a similar role in the Banking/Financial Services Indsutry.**Technical / Professional Knowledge**
- Administrative procedures and systems
- Data analysis
- Microsoft Office
- Nedbank policies and procedures
- Nedbank vision and strategy
- Relevant regulatory knowledge
- Business writing skills
- Nedbank culture
- **_Please contact the Nedbank Recruiting Team at +27 860 555 566_

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