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Trust Officer vacancy at Nedbank

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Trust Officer vacancy at Nedbank

Deadline: Ongoing / Not specified

Location: Cape Town, South Africa

Trust Officer vacancy at Nedbank

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.

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.

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.

Preferred Certifications

  • Fiduciary Institue of South Africa or Financial Planning Institue.

Minimum Experience Level

  • 2 – 5 years relevant experience

MORE OPPORTUNITIES:

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

How to apply

To apply, visit Nedbank careers portal.

Note: Incomplete applications will not be accepted.

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