Title: Senior Trust Practitioner - JHB

147657

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

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

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