Nedbank | Trust Administrator X1

Nedbank | Trust Administrator X1

Location:   7013, ZA
Date:  28 Sep 2023

Nedbank | Trust Administrator X1 1

Job Classification

Job Family

Sales and Services

Career Stream


Leadership Pipeline

Manage Self: Operational

FAIS Affected

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

Job Responsibilities Continue

People Specification

Essential Qualifications – NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Diploma

Preferred Qualification

Degree or Diploma in commerce.

Essential Certifications

Preferred Certifications

Minimum Experience Level

3 – 5 years experience in Tax, Accounting and Administration

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

Nedbank | Trust Administrator X1 2


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


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