Bank Windhoek is recruiting an Administrator: Wills (Trust and Estates), to be based in Windhoek, Namibia.
Description
- 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
- (SP4)
Duties
- Drafting of Wills, Codicils and Testamentary clauses within the frame of the applicable legislation
- Control expenditure and identify process improvements to contain and reduce costs
- Creates solutions to meet customer demands
- Deliver internal and external customer service excellence through adherence to quality service standards
- Build working relationships across teams and functional lines to enhance work 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, Wealth
- Managers other stakeholders to attain fiduciary services business
- Source and grow high net-worth clients by partnering with Relationship Manager, Wealth Managers and other internal stakeholders to attain fiduciary services business
- Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets
- Market and sell Estate Plans, putting in recommendation as per the client’s interest and needs
- Provide Training, Presentations to other business units to increase awareness of our offering and products, value propositions
- Manage end to end processes effectively and ensure legality checks are completed as per the company policy
- Reporting of Estates:
- Provide guidance to all stakeholders regarding the reporting documentation and process of estates
- Office 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 records
Requisites
- Qualifications:
- Matric (Grade 12)
- Advanced Diploma Banking / Fiduciary services
- Knowledge of relevant legislation applicable to trust and estates
- Experience/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
- Core Comptencies:
- Customer focus
- Quality conscious
- Communicating orally /written
- Interpersonal sensitivity
- Teamwork
- Reliability
- Assertive
- Planning and organising skills
- Resilience
Notes
- Only shortlisted applicants will be contacted