Administrator: Wills (SP4) Trust & Estate Department
Bank Windhoek
Industry: Banking
About the role
**Introduction** Responsible for the compilation, execution and safe keeping of Wills in line with the Bank’s policies, procedures and regulations of the Wills Act 7 of 1953. To ensure that stakeholders receive the service that exceeds expectation. To invest additional and forward-thinking goals which align with the unit’s existing standard to grow next level in terms of the drafting and delivering of customers’ Last Wills. **Job description** KEY PERFORMANCE AREAS (KPAS)Drafting of Wills, Codicils and Testamentary clauses within the frame of the applicable legislationControl expenditure and identify process improvements to contain andreduce costs• Creates solutions to meet customer demands• Deliver internal and external customer service excellence throughadherence to quality service standards• Build working relationships across teams and functional lines to enhancework delivery, collaboration, and innovation• Manages risks in own area of responsibility• Compile statistics in respect of Wills• Source and grow clients by partnering with Relationship Managers, WealthManagers other stakeholders to attain fiduciary services business• Source and grow high net-worth clients by partnering with RelationshipManager, Wealth Managers and other internal stakeholders to attain fiduciary services business• Maintenance of expert knowledge on specific products, pricing, applicationprocedure, processing and timelines in order to drive and achieve relevantsales targets.• Market and sell Estate Plans, putting in recommendation as per the client’sinterest and needs• Provide Training, Presentations to other business units to increaseawareness of our offering and products, value propositions• Manage end to end processes effectively and ensure legality checks arecompleted as per the company policyREPORTING OF ESTATES:• Provide guidance to all stakeholders regarding the reporting documentation and process of estatesOFFICE ADMINISTRATION:• Statistics and record keeping of Wills as requested by Manager• Keeping/preparing of minutes of office meetings• Stationary orders• IT calls• Attendance register• Reconciliation of office accounts / Petty cash / Fuel account• Record keeping of Archived recordsCORE COMPETENCIES:• Customer focus• Quality conscious• Communicating orally /written• Interpersonal sensitivity• Teamwork• Reliability• Assertive• Planning and organising skills• Resilience **Minimum requirements** Qualifications• Matric (Grade 12) • Advanced Diploma Banking / Fiduciary services• Knowledge of relevant legislation applicable to trust and estatesExperience/Knowledge & Skills• Self-confident and interpersonal skills• 5 years Wills administration• Computer literate: (MS Word & Excel)• Analytical and technical skills• Product knowledge• Proficiency in English
Requirements
- See job description for details
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