Trust Accounts Officer
Cape Town, ZA
9d ago

Job Purpose

  • To provide Full Administrative , Financial Accounting and Tax Services to High-Net Worth clients (i.e. trusts; trust beneficiaries;
  • close corporations and provatecompanies) within Nedbank Private Wealth in line with Nedbanks business strategy to create a great place to invest.

    Job Responsibilities

  • Provide full administrative, financial accounting and tax services to High Net Worth clients within Nedbank Private Wealth.
  • Generating annual financial statements and supporting documents by processing the financial information into an accounting package.
  • Administer clients affairs on their behalf by banking; distribution of funds due to local and overseas beneficiaries - including offshore remittances.
  • Preparation; computation and submission of all income tax returns through SARS system.
  • Attending to statutory returns; income tax returns by engaging with the necessary authorities.
  • Attend to client's requests through e-mails; telephone; in person.
  • Engage in clients' meetings by providing the necessary support documents in relation to their needs.
  • Action clients' instructions from the business meetings to meet their needs.
  • Supply the necessary information to our internal support staff in order to meet our clients' needs.
  • Contribute to a culture conducive to the achievement of transformation goals by participating in Ned bank Culture building initiatives (e.
  • g. staff surveys etc.).

  • Participate and support corporate social responsibility initiatives for the achievement of business strategy (e.g.. training / awareness on digital forensic examination to external parties on pro bono basis).
  • Identify opportunities to improve or enhance processes by identifying and recommending improvements to tools; policies and procedures to add value to Ned bank.
  • Add value to Ned bank by identifying opportunities to improve or enhance processes through identifying and recommending improvements and supporting implementation of tools;
  • policies and procedures.

  • Keep abreast of legislation and other industry changes that impacts on role by reading the relevant newsletters; websites and attending sessions.
  • Understand and embrace the Ned bank Vision and Values by demonstrating the values through interaction with team and stakeholders.
  • Ensure that own contribution and participation contributes to the achievement of team goals.
  • Create and manage own career through guidance and support of management; department and colleagues.Improve personal capability and stay abreast of developments in 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 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 knowledge management; continuity and team success through constructive participation in a diverse team and sharing knowledge with team.
  • Provide the updated information opt the necessary departments for FICA purposes.
  • Inform the necessary parties with regards to make payment within limit. Comply with standard operating procedures (i.e.
  • banking procedure) by keeping abreast of current legislation.

  • Comply with the latest tax legislation by attending their business seminars
  • Essential Qualifications - NQF Level

  • Matric / Grade 12 / National Senior Certificate
  • Preferred Qualification

    Degree in Bcom Accounting / Tax

    Type of Exposure

  • Working with a group to identify alternative solutions to a problem
  • Capturing data
  • Completing various administrative and secretarial duties (e.g.; answering phones; making copies; filing)
  • Checking accuracy of reports and records
  • Communicating internally
  • Drafting reports
  • Minimum Experience Level

    3 - 5 years working experience as a Trust Accounts Officer working in the Private Wealth space with High Net Worth clienys in Tax, Accounting and Administration within the Banking / Fincial Services Industry.

    Technical / Professional Knowledge

  • Microsoft Office
  • Administrative procedures and systems
  • Data analysis
  • Business writing skills
  • Relevant regulatory knowledge
  • Customer Focus
  • Applied Learning
  • Recruiter Contact

    Please contact Debbie Fuyani for more information about this exciting opportunity with Nedbank.

    All applications are managed through our Careers Page and must be completed on the system.

    Please contact the Nedbank Recruiting Team at +27 860 555 566

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