DetailsLocation: Cape Town, ZADate: 30 Sep 2024Reference: 136178Job ClassificationAbout Nedgroup InvestmentsNedgroup Investments is an award-winning global investment business with a growing presence in Africa and Europe. Nedgroup Investments offers a wide range of investment solutions for retail and institutional investors. Nedgroup Investments is a division of Nedbank Group Ltd, leveraging the investment and financial expertise of one of South Africa's largest financial services groups. The Nedgroup Investments Best of Breed philosophy sees us partner with select fund managers who we believe are able to provide consistent long-term outperformance for our clients. These fund managers are experts in their field of specialisation and we tend to partner with them for long periods of time giving them sufficient opportunity to deliver on their mandate objectives. We obsess about long-term performance and our top priority is to deliver a superior investment experience for our clients.Job FamilySales and ServicesClient ServicesManage Self: OperationalJob PurposeWe are looking for an Estates Administrator (6 months contract) to assist estate administrator by supporting the administration process of an estate and doing office administration in order to enable the achievement of financial targets as per business strategy.Job ResponsibilitiesBuild and maintain relationships with external stakeholders by providing the necessary information.Complete documentation required for the estate administration to clients' needs.Meet turn-around times by building and maintaining relationships with internal stakeholders through sharing information and giving and receiving feedback.Complete allocated tasks by prioritizing tasks and adhering to set timeframes.Utilise resources within target levels by limiting stationary use and personal telephone/internet use.Complete daily tasks by complying to policies, processes and relevant legislation.Mitigate risk by reporting deviations from policies, procedures and standards.Manage work obstacles by seeking solutions, taking corrective action and escalating when required.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.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.Contribute towards achievement of financial targets by delivering tasks within the set turn-around times.Limit office errors by complying to legislative requirements and instructions.Reduce rework by completing work according to standards and instructions.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 SpecificationWe believe in employing highly motivated, sharp and quality orientated people that thrive in a culture that celebrates and supports diversity within an environment that is creative, collaborative, challenging and dynamic. Aligned to our core purpose of enabling our investors to achieve their investment goals, we are committed to enabling our staff achieve their full potential and long-term career growth at Nedgroup Investments. Specifically for this role, we are looking for:High standard of personal presentation.Self-motivated and well organised with an ability to adapt and tackle a wide variety of challenges.Ability to deal with people both within the organisation and external customers.Essential Qualifications - NQF LevelMatric / Grade 12 / National Senior CertificateAdvanced Diplomas/National 1st DegreesPreferred QualificationBachelor of Laws (LLB) or an equivalent qualificationEssential CertificationsFiduciary Institute of South Africa (FISA)Minimum Experience Level1-2 years' experience in Financial and or Asset Management IndustryTechnical / Professional KnowledgeMicrosoft OfficeAdministrative procedures and systemsData analysisBusiness writingRelevant regulatory knowledgeBuilding Customer LoyaltyWork StandardsTechnical/Professional Knowledge and SkillsManaging Work
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