Job Description

Job ClassificationJob FamilySales and ServicesCareer StreamFiduciaryLeadership PipelineManage Self: ProfessionalFAIS AffectedJob PurposeTo deliver Trust, Accounting and Taxation services through enabling others, by serving as Nominee/Corporate Trustee and Trust Practitioner to clients in line with Nedbank and Nedgroup Trust business strategy.Job Responsibilities

• Complete financial viability analysis of each client, and that valid, accurate and complete fees are taken from each trust.
• Ensure Trustee functions are executed with quality and turnaround standards in-line with processes, standards, systems, services & assets.
• Deliver on Project targets, drive and define the standards and outputs in teams for delivery on projects to ensure reduction of cost and risk in the business.
• Retain existing clients by cross-selling relevant products.
• Provide specialised trustee/nominee expertise to clients of the business in all areas of Trust management.
• Plan and attend to review and revision of trust deeds, trustee resolutions and minutes as required and as per cycles in trusts determined by complexity.
• Create a client service culture through various required interventions and meet all agreed client relationship, service and satisfaction objectives.
• Ensure client objectives and requirements are executed with care, skill, and diligence.
• Participate and contribute to new business or retention initiatives.

Job Responsibilities Continue

• Build trusting and sound working relationships with manager, peers and other departments to deliver results to the common client.
• Ensure annual plans are defined and in place & resolutions are done to meet clear objectives and reduce delivery time to clients.
• Actively manage processes standards for quality, quantity, turnaround times to meet risk, regulatory and business due dates and requirements.
• Identify areas of resource inefficiencies and promote optimisation through multi-skilling and addressing capacity gaps.
• Understand and live the Nedbank Vision, Values and Goals and ascribe to the People Promise and Nedbank Way.
• Acquire the required skill, professional/technical expertise and assist in development of others
• Provide training and guidance to the trust department on processes, fiduciary and trust administrative matters and trustee training to external co-trustees where required.
• Deliver consistent Trust Management results by developing; building; maintaining and using a repository of forms; precedents and processes.
• Ensure regular training is undertaken to ensure knowledge about Laws, regulations and compliance is kept up to date and relevant
• Oversee the implementation, execution, review & corrective action to be taken.

People SpecificationEssential Qualifications - NQF Level

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

Preferred Qualification

• Post graduate qualification in management with exposure to Trusts.
• Post graduate Fiduciary Diploma
• Bachelors Degree in Law, Accounting or Tax

Essential CertificationsPreferred Certifications

• Fiduciary Institute of South Africa.
• SAICA Certification

Minimum Experience Level8 - 10 years relevant experience in Trusts, Accounting and Tax.Technical / Professional Knowledge

• Cluster Specific Operational Knowledge
• Relevant regulatory knowledge
• Principles of project management
• Business terms and definitions
• Relevant software and systems knowledge
• Communication Strategies
• Data analysis
• Research methodology
• Governance, Risk and Controls
• Principles of financial management

Behavioural Competencies

• Advancing Sales Discussions
• High-Impact Communication
• Technical/Professional Knowledge and Skills
• Coaching
• Influencing
• Decision Making

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Nedbank