Job Title: Administrator

Location: Cape Town, South Africa

Reference: 133606

Job Classification: Sales and Services

Career Stream: Fiduciary Leadership Pipeline

 

Job Purpose:

 

Nedbank is seeking an experienced Administrator to provide comprehensive administrative, financial accounting, and tax services to high-net-worth clients, including trusts, close corporations, and private companies.

The successful candidate will contribute to Nedbank’s business strategy of creating a great place to invest.

Responsibilities:

– Attend to client requests via email, phone, and in-person

– Support client meetings and action instructions

– Supply necessary information to internal staff

– Contribute to a culture of transformation and participate in corporate social responsibility initiatives

– Identify opportunities to improve processes and recommend enhancements

– Generate annual financial statements and support documents

– Administer client affairs, including banking and distribution of funds

– Attend to statutory returns and income tax returns

– Keep abreast of legislation and industry changes

– Embrace Nedbank’s Vision and Values

– Ensure personal growth and development

– Share knowledge with the team and ensure knowledge management

 

Requirements:

 

– NQF Level Matric/Grade 12/National Senior Certificate

– Diploma (Preferred: Degree or Diploma in Commerce)

– Essential Certifications (e.g., FAIS)

– 3-5 years of experience in Tax, Accounting, and Administration

– Technical/Professional Knowledge: Microsoft Office, administrative procedures, data analysis, business writing, and relevant regulatory knowledge

– Behavioural Competencies: Customer Focus, Applied Learning, Collaborating, Communication, Managing Work, AdaptabilityIf you’re a motivated and experienced administrator, .

Client Services Consultant (6 months Maternity Contract)

Location: Cape Town, South Africa

Reference: 131633

Job Classification: Sales and Service

Career Stream: Sales Leadership Pipeline

Job Purpose:

Nedgroup Investments, an award-winning global investment business, is seeking a dynamic and well-spoken Client Service Consultant to join their team in Cape Town.

The successful candidate will build engagement, trust, and long-lasting relationships with investors and financial planners through exceptional service experiences.

Responsibilities:

– Respond to client needs and deliver tailored solutions
– Build trust and educate clients on products and services
– Own client requests end-to-end and collaborate with internal stakeholders

– Ensure great client experiences and contribute to Nedbank’s success
– Meet service excellence, teamwork, and personal development goals
– Adhere to security, operational, and compliance procedures and policies

Requirements:

– NQF Level Matric/Grade 12/National Senior Certificate
– Advanced Diplomas/National 1st Degrees (Preferred: Banking Services)
– Essential Certifications (e.g., FAIS, Letter of Authority)
– 2-3 years of experience as a Client Services Consultant in Asset Management
– Technical understanding of Collective Investment Schemes and Retirement products
– Customer service principles, Nedbank policies, and procedures
– Building Customer Loyalty, Planning, and Organizing, Adaptability, Applied Learning

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