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

Essential Qualifications - NQF Level

• Matric / Grade 12 / National Senior Certificate

• Diploma

Minimum Experience Level

• 5 years legal adminstration/Fiduciray experience

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

Behavioural Competencies

• Customer Focus

• Applied Learning

• Collaborating

• Communication

• Managing Work

• Adaptability