Job Purpose:

To provide quality and accurate business administrative support services to internal and external stakeholders enabling Nedbank to achieve its business goals.

Job Responsibilities:

– Action stakeholder requests by capturing and processing the administration request on the relevant system
– Action vendor invoice payments by capturing and processing the data on the relevant system
– Perform reconciliations from Supplier invoice and general ledger accounts by comparing with the supporting documents and Management Information Systems (MIS)

– Contribute to revenue increase by driving the submitted sales to completion
– Compile a catalogue of services by allocating costs per product
– Ensure recovery of costs for services rendered by maintaining and monitoring the transfer pricing system
– Ensure delivery of value for services rendered by utilizing product MIS as input into vendor engagement meetings for the purpose of driving down costs

– Monitor departmental financial performance by analyzing actual to budget variances
– Contribute to efficient budget compilation by applying statistical growth information to financial expenditure requirements
– Minimize financial and reputational risk by ensuring accuracy of processing activities
– Minimize operational costs by avoiding unnecessary expenditure

– Provide feedback to internal and external stakeholders by generating and making available relevant reports and MIS
– Meet and exceed internal and external client needs by timeously responding to queries and actioning the request within the Service Level Agreement (SLA)
– Ensure to follow through relevant tasks by monitoring and verifying the process flow till completion

– Ensure to verify and authenticate reports, data, and transactions by physically extracting, generating, and checking reports from the system
– Verify client information on systems in accordance with Nedbank policies and FICA rules

– Prepare trustee meeting packs and month-end packs for management
– Maintain and update the administration files and legal documents by saving electronic files on the server or physical secure repository
– Escalate anomalies where cases or call records not found or if there is a mismatch of accounts are not logged by emailing Team Manager

– Keep abreast of legislation and other industry changes that impact on role by reading the relevant newsletters, websites, and attending sessions
– Understand and embrace the Nedbank vision and demonstrate the values through interaction with the team and stakeholders
– Improve personal capability and stay abreast of developments in the field of expertise by identifying training courses and career progression for self through input and feedback from managers

– Ensure personal growth and enable effectiveness in the performance of roles and responsibilities by ensuring all learning activities are completed, experience practiced, and certifications obtained and/or maintained within specified time frames
– Ensure information is provided correctly to stakeholders by maintaining knowledge sharing knowledge with the team

– 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

People Specification:

– *Essential Qualifications:* NQF Level Matric / Grade 12 / National Senior Certificate
– *Preferred Qualification:* Diploma: Financial Management / Diploma in Business Administration
– *Essential Certifications:* Preferred Certifications

– *Minimum Experience Level:* Role specific
– *Technical/Professional Knowledge:*
– Administrative procedures and systems
– Banking knowledge
– Banking procedures
– Business terms and definitions
– Data analysis
– Relevant regulatory knowledge
– Business writing skills
– Product Knowledge
– Relevant system knowledge
– Governance, risk, and controls

Behavioural Competencies:

– Communication
– Collaborating
– Customer Focus
– Initiating Action
– Work Standards
– Managing Work

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The post Client Services Administrator at Nedbank appeared first on Kasi Blitz.

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

APPLY HERE

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