Lo msebenzi uphelelwe.

Estates Assistant

Nedbank - Cape Town, Western Cape

Full-Time | Law

Closing date ayichazwanga

Purpose

  • 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.

Requirements

  • 1 - 2 years' experience in Financial and/or Fiduciary Industry
  • 2 - 3 years' Estates Administration experience
  • Matric / Grade 12 / National Senior Certificate
  • Preferred Qualification: Legal Estate Administration Diploma.
  • Essential Certifications: Fiduciary Institute of South Africa (FISA)

Skills & Competencies

  • Microsoft Office
  • Administrative procedures and systems
  • Data analysis
  • Business writing
  • Relevant regulatory knowledge
  • Building Customer Loyalty
  • Work Standards
  • Collaborating
  • Technical/Professional Knowledge and Skills
  • Managing Work
  • Continuous Learning

Responsibilities

  • Build 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.

Additional Information

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

Lo msebenzi uphelelwe. Closing date yawo ibi nge .

Lo msebenzi ufakwe ngu Tebuho Moshoeshoe nge 20 ka January 2022