Estates Officer Manage Their Expectations

Job Description

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

Job Summary

  • Published on: Tuesday, 18th February 2020
  • Designation: Estates Officer
  • industry: Finance
  • Vacancy: 1
  • Employment Status: Full-time
  • Job Location: Johannesburg
  • Salary: on a call
  • Gender:
  • Application Deadline: Tuesday, 18th February 2020

About the Company

  • Company Name: Nedbank Recruiting.
  • Address:
  • Website:
  • Company Profile:
  • Staying abreast of the various IFRS 9 modelling methodologies across retail and wholesale productsContributing to development aspects of the loss forecasting and stress testing framework and keeping the framework up to date as the methodology evolvesConducting ad hoc analysis on IFRS 9 PD, EAD, LGD and Survival models, as well as overall impairment calculations, for retail as well wholesale-type portfoliosConducting independent credit risk stress testing related research and using it as input into proposals and strategiesEngaging with various stakeholders across the organisation (including risk and finance) to discuss methodological aspects, business assumptions and results from the loss forecasting work stream

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