Job PurposeTo administer deceased estates and to add value to the business by referring sales leads to the rest of Nedbank Group so as to create holisitic value proposition for our clientsJob ResponsibilitiesContribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (e.g. staff surveys etc).Participate and support corporate social responsibility initiatives for the achievement of key business strategies.Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.Ensure that all estates assets are insured against loss.Draft a cash reconciliation statement which is checked for correctness by management before any cash distribution.Update stats and have monthly meetings with Management to identify possible risks.Get equity mandates from the heirs before liquidating any assets.
Responsibilities + Skills
Essential Qualifications - NQF LevelMatric / Grade 12 / National Senior CertificateAdvanced Diplomas/National 1st DegreesPreferred Qualification
Explain the deceased estates administration process to the heirs and manage their expectations; by regular and ongoing communication.Engage our internal clients (NFP; PFA) by keeping up to date with regular progress report.Responding to client queries and complaints within 48 hours.
Building and maintaining effective cross-functional relationships with internal and external stakeholdersComparing two or more sets of informationInteracting with diverse people.Interacting with external clientsTracking cost against a budget