Job Description

Job Classification

• Job Requisition: 141549
• TA Specialist: Refilwe Falatsi
• Closing Date: 27 August 2025
• Location: Clocktower Campus, V&A Waterfront, Cape Town
• Cluster: Personal and Private Banking | Private and Wealth | Nedgroup Trust | Trust Services
• Please Note: Preference will be given to applicants from Underrepresented Groups
• 12 month contract

Job Family
Sales and Services
Career Stream
Fiduciary
Job Purpose
To administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clients
Job Responsibilities

• Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.
• Receive all relevant documents from the heirs and send them to the relevant authorities for processing.
• Engage our internal clients (NFP; PFA) by keeping them up to date with regular progress report.
• Responding to client queries and complaints within 48 hours.
• Escalating complaints to Management.
• Foster professional relationships with beneficiaries; intermediaries and others.
• Finalise estates within a reasonable time to ensure client satisfaction.
• 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 and sharing knowledge with team.
• Ensure that internal control procedures are adhered to for instance : Making sure that all estates assets are insured against loss - Cash reconciliation statements are checked for correctness by management before any cash distribution - Get equity mandates from the heirs before liquidating any assets.
• Take control of the deceased assets and ensuring that thery are allocated to the lawful heirs .
• Update stats and have monthly meetings with Management to identify possible risks.
• Generate revenue by taking executor's fees.
• Refering sales leads relating to stockbroking; investments; short term insurance; trusts; tax; Wills; property sales to various departments in the group.
• Finalise estates within the shortest possible time to maximise profits by making use of statistics and progress reports.

People Specification
Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Advanced Diplomas/National 1st Degrees

Preferred Qualification
LLB / Post Graduate Diploma in Financial Planning.
Essential Certifications

• Fiduciary Institute of South Africa (FISA)

Preferred Certifications

• Fiduciary Institute of South Africa.
• Fiduciary Practioner of SA
• Trust and Estate Practitioner
• CFP

Minimum Experience Level

• 5 - 7 years in trust administration or fiduciary services.
• Proven experience managing complex trust structures of HNW clients including:

• Testamentary and inter vivos trust
• Offshore trusts
• Experience working with beneficiaries, trustees and legal advisors.

Technical / Professional Knowledge

• Microsoft Office
• Administrative procedures and systems
• 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
• Work Standards
• Collaborating
• Communication
• Managing Work
• Building Partnerships

Please contact the Nedbank Recruiting Team at +27 860 555 566
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