Are you an experienced Administrator with a knack for financial services? Nedbank is seeking a dynamic individual to join our team in Cape Town. As an Administrator, you’ll play a vital role in providing comprehensive administrative, financial accounting, and tax services to our high-net-worth clients. This position offers the chance to contribute to Nedbank’s business strategy while creating a great place to invest.

Administrator – Cape Town, South Africa (Ref: 133606)

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, Adaptability.

Client Services Consultant (6 months Maternity Contract) – Cape Town, South Africa (Ref: 131633)

Are you passionate about delivering exceptional client service? Join Nedgroup Investments as a Client Services Consultant in Cape Town. In this role, you’ll engage with investors and financial planners, building trust and fostering long-lasting relationships 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.

How to Apply:

If you’re ready to take the next step in your career, apply now using the links provided below:

CLICK HERE TO APPLY

Join us at Nedbank and be part of a team dedicated to excellence in financial services. Apply today!

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