Job Description

To deliver Trust services through individual professional contribution, influence, effort and self-management in line with the Nedbank and Nedgroup Trust business strategy. To administer a portfolio of Trusts, of varying nature and complexity for the purpose of generating fees and contributing to the Client Value Proposition of Money Experts that do good as part of a full range of fiduciary services, to make Nedbank the great place to bank for our clients.Job ResponsibilitiesMeet Income Financial Targets consistently, i.e., also be responsible for the financial viability analysis of each client, and that valid, accurate and complete fees are taken each month.Ensure Costs are contained, and efficiencies implemented to reduce cost to business.Meet all agreed client service and satisfaction objectives, measured through Client Surveys undertaken from time-to-time.Respond to clients within 24 hours of initial client contact; [whether through emails, telephonic or other means].Monitor own monthly work output to ensure any deadlines set by external parties or internal deadlines or commitments are met. Including regulatory deadlines per client are met.Ensure the client objectives and requirements are executed with care, skill and diligence as a Fiduciary representative of the trust and the Business.Manage client accounts to ensure all liabilities are paid timeously, insurances are paid, assets are managed in line with the objective of the trust instrument.Complaints: ensure all complaints are logged onto channel and responded within the defined SLAEnsure key client information on systems meets internal control requirementsPlanning clients with foresight to ensure unplanned for events can be dealt with minimal disruption to client service delivery.