Wills Administrator

**Job Classification**

Job Family

Sales and Services

Career Stream

Fiduciary

Leadership Pipeline

Manage Self: Operational

FAIS Affected

**Job Purpose**

To monitor and control Wills in progress and signed Wills in safe custody.

**Responsibilities**:

- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (eg: staff surveys etc).
- Participate and support corporate social responsibility initiatives for the achievement of business strategy (eg: 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.
- Data capturing of signed Wills received for safe custody and preparing correspondence to intermediaries/ BDC and clients in respect of signed Wills with Legality.
- Ensure that safe custody form are submitted timeously for processing.
- Ensure that the original Wills/ Safe Custody forms are filled accurately through following processes; procedure and policies.
- Generate Income and mitigate reputational risk and financial loss in line with the agreed standards.
- Ensure that all necessary governance are in place by consistently following the adminstrative procedures; processes and policies.
- Acknowledge receipt of wills to the intermediaries and by sending letters to clients.
- Ensure that all wills received for the month has to be captured by cob on last day of month.
- Ensure that relationships with advisors/ BDC/ estate managers and clients are maintained and retained; through provision of goood service.
- Ensure Estate request are dealt with and clients query resolved timeously and copy request/cancellation within SLAs.
- 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.

**People Specification**

Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate

Preferred Qualification

Post Matric qualification in Office Administrationor equivalent.

Essential Certifications

Preferred Certifications

Type of Exposure
- Completing various administrative duties (e.g. answering phones; electronic filing)
- Capturing data
- Checking accuracy of reports and rec
- Communicating internally and externally

Minimum Experience Level

2 years Wills administration or related experience.

**Technical / Professional Knowledge**
- Microsoft Office
- Administrative procedures and systems
- Business writing skills
- Relevant regulatory knowledge

Behavioural Competencies
- Building Customer Loyalty
- Work Standards
- Collaborating
- Communication
- Managing Work
- Quality Orientation
- **_Please contact the Nedbank Recruiting Team at
+27 860 555 566
_