About this role
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