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