Senior Trust Administrator at Nedbank

Job Purpose
To provide full administrative, financial accounting and tax services to high-net worth clients (i.e. trusts; trust beneficiaries; close corporations and privit companies) in line with Nedbanks business strategy to create a great place to invest.

Job Responsibilities

• Attend to client's requests through e-mails; telephone; in person.
• Engage in clients' meetings by providing the necessary support documents in relation to their needs.
• Action clients' instructions from the business meetings to meet their needs.
• Supply the necessary information to our internal support staff in order to meet our clients' needs.
• Contribute to a culture conducive to the achievement of transformation goals by participating in Ned bank Culture building initiatives (e.g. staff surveys etc.).
• Participate and support corporate social responsibility initiatives for the achievement of business strategy (e.g.. training/awareness on digital forensic examination to external parties on pro bono basis).
• Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools; policies and procedures to add value to Ned bank.
• Add value to Ned bank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools; policies and procedures.
• Generating annual financial statements and supporting documents by processing the financial information into an accounting package.
• Administer clients affairs on their behalf by banking; distribution of funds due to local and overseas beneficiaries - including offshore remittances.
• Attending to statutory returns; income tax returns by engaging with the necessary authorities.
• Preparation; computation and submission of all income tax returns through SARS system.
• 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 Ned bank 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.
• Provide the updated information opt the necessary departments for FICA purposes. Inform the necessary parties with regards to make payment within limit.
• Comply with standard operating procedures (i.e. banking procedure) by keeping abreast of current legislation.
• Comply with the latest tax legislation by attending their business seminars

Minimum Experience Level

• 3 - 5 years experience in Tax, Accounting and Administration

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate
• Diploma

Preferred Qualification

• Degree or Diploma 

Type of Exposure

• Working with a group to identify alternative solutions to a problem
• Capturing data
• Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
• Checking accuracy of reports and records
• Communicating internally
• Drafting reports

Technical / Professional Knowledge

• Microsoft Office
• Administrative procedures and systems
• Data analysis
• Business writing skills
• Relevant regulatory knowledge