Senior Trust Practitioner (Cape Town, ZA) bei None

Job Classification

• Job Requisition: 141549
• TA Specialist: Refilwe Falatsi
• Closing Date: 27 August 2025
• Location: Clocktower Campus, V&A Waterfront, Cape Town
• Cluster: Personal and Private Banking | Private and Wealth | Nedgroup Trust | Trust Services
• Please Note: Preference will be given to applicants from Underrepresented Groups
• 12 month contract

Job Family

Career Stream

Job Purpose

Job Responsibilities

• Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.
• Receive all relevant documents from the heirs and send them to the relevant authorities for processing.
• Engage our internal clients (NFP; PFA) by keeping them up to date with regular progress report.
• Responding to client queries and complaints within 48 hours.
• Escalating complaints to Management.
• Foster professional relationships with beneficiaries; intermediaries and others.
• Finalise estates within a reasonable time to ensure client satisfaction.
• 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 demonstrate the values through interaction with team and stakeholders.
• 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 information is provided correctly to stakeholders by maintaining knowledge and sharing knowledge with team.
• Ensure that internal control procedures are adhered to for instance : Making sure that all estates assets are insured against loss - Cash reconciliation statements are checked for correctness by management before any cash distribution - Get equity mandates from the heirs before liquidating any assets.
• Take control of the deceased assets and ensuring that thery are allocated to the lawful heirs .
• Update stats and have monthly meetings with Management to identify possible risks.
• Generate revenue by taking executor's fees.
• Refering sales leads relating to stockbroking; investments; short term insurance; trusts; tax; Wills; property sales to various departments in the group.
• Finalise estates within the shortest possible time to maximise profits by making use of statistics and progress reports.

People Specification

Essential Qualifications - NQF Level

Preferred Qualification

LLB / Post Graduate Diploma in Financial Planning.

Essential Certifications

Preferred Certifications

• Fiduciary Institute of South Africa.
• Fiduciary Practioner of SA
• Trust and Estate Practitioner
• CFP

Minimum Experience Level

• 5 - 7 years in trust administration or fiduciary services.
• Proven experience managing complex trust structures of HNW clients including: 
  • Testamentary and inter vivos trust
  • Offshore trusts
• Experience working with beneficiaries, trustees and legal advisors.

Technical / Professional Knowledge

Behavioural Competencies