Senior Trust Practitioner
Nedbank Private WealthCape Town, Western Cape, South Africa30+ days ago
Job descriptionExplain 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 executors 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. Matric / Grade 12 / National Senior Certificate Advanced Diplomas / National 1st Degrees Fiduciary Institute of South Africa (FISA) Fiduciary Institute of South Africa. Fiduciary Practioner of SA Trust and Estate Practitioner CFP 5 - 7 years in trust administration or fiduciary services. Proven experience managing complex trust structures of HNW clients including : Offshore trusts Experience working with beneficiaries trustees and legal advisors. 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 Customer Focus Work Standards Collaborating Communication Managing Work Building Partnerships
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
People Specification
Essential Qualifications - NQF Level
Preferred Qualification
LLB / Post Graduate Diploma in Financial Planning.
Essential Certifications
Preferred Certifications
Minimum Experience Level
Testamentary and inter vivos trust
Technical / Professional Knowledge
Behavioural Competencies
Please contact the Nedbank Recruiting Team at
Required Experience :
Senior IC
Key Skills
Children Activity,Accomodation,Building Services,Corporate Partnerships,Core Banking,E-Commerce
Employment Type : Full Time
Experience : years
Vacancy : 1
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Senior Practitioner • Cape Town, Western Cape, South Africa
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