Senior Trust Practitioner - JHB

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

Sales and Services

Fiduciary

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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