Job title : Trust Officer
Job Location : Western Cape, Cape Town
Deadline : January 02, 2025
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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.
Job 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
Job Responsibilities Continue 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
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