Job Family
Sales and Services
Career Stream
Fiduciary
Leadership Pipeline
Manage Self: Operational
FAIS Affected
Job Purpose
To assist estate administrator by supporting the administration process of an estate and doing office administrationin order to enable the achievement of financial targets as per business strategy.
Job 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.
Essential Qualifications - NQF Level
- Matric / Grade 12 / National Senior Certificate
Legal Estate Administration Diploma.
Essential Certifications
- Fiduciary Institute of South Africa (FISA)
Minimum Experience Level
1-2 years experience in Financial andor Fiduciary Industry
Technical / Professional Knowledge
- 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
