Job Description

Job Classification

Requisition - 147657- Melissa Cloete

Business Unit - Nedbank Private and Wealth; Nedgroup Trust

Location - Nedbank Rivonia Campus, 135 Rivonia Road, Sandton

Work Arrangement - Hybrid, 3 days in office

Employment Equity Statement: Preference will be given to applicants from Underrepresented Groups

Job Family

Sales and Services

Career Stream

Fiduciary

Leadership Pipeline

Manage Self: Technical

Job Purpose

You will take on the role of professional nominee, to provide specialist trust services and in support of other business development activities within Nedgroup Trust.

Job Responsibilities

• Act as professional trustee and manage relationships with all stakeholders on a book of trust clients, consisting of
• testamentary, inter vivos and special trusts.
• General risk management and governance of the Trust;
• Compliance with all relevant legislation;
• Protection of Trust assets and the interests of beneficiaries;
• Providing expertise as a professional trustee;
• Building professional relationships with various stakeholders;
• Co-ordination of administration, bookkeeping, compliance and legal functions;
• Conducting trustee meetings;
• Drafting of resolutions;
• Liaison between all stakeholders, ie. settlors, beneficiaries, co-trustees, investment managers, accounting and tax consultants and all other third parties.

Essential Qualifications - NQF Level

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

Preferred Qualification

• Advanced Diploma in Estate and Trust Administration
• Law Degree (advantageous)

Minimum Experience Level

• 3-5 years as a Senior Trust Practitioner within a legal / banking environment

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