Company: Nedbank
Location: Cape Town, Western Cape, South Africa
Closing Date: 30 July 2025
Duration: Permanent | Operational Level Position

About the Estates Assistant Role at Nedbank

Estates Assistants at Nedbank – Apply by 30 July 2025 Are you looking to build a strong career in fiduciary services within a leading South African financial institution? Nedbank, known for its commitment to innovation, transformation, and financial excellence, is offering an exciting opportunity for an Estates Assistant based in Cape Town. This role falls under the Fiduciary Career Stream, ideal for individuals passionate about estate administration, client service, and meticulous office operations.

As part of Nedbank’s continued focus on integrity, professionalism, and growth, this Estates Assistant position supports the estate administration process and contributes directly to achieving business targets. This opportunity is FAIS-affected, ensuring that the right candidate operates within South Africa’s legislative framework.

What You’ll Be Doing

• Supporting the estate administrator in the day-to-day handling of deceased estates
• Completing documentation accurately based on client requirements
• Managing turnaround times through internal collaboration and feedback
• Performing general office administrative duties to meet performance benchmarks
• Monitoring and managing risk by adhering to internal policies and legal regulations
• Ensuring proper use of office resources, including minimizing waste
• Participating in corporate social responsibility and internal cultural initiatives
• Identifying opportunities for process and tool improvement
• Enhancing team and business performance by contributing to knowledge-sharing
• Maintaining a client-focused approach while building stakeholder relationships
• Complying with all legislative and procedural standards to reduce operational risk
• Managing own professional development with support from managers and teams

Who Should Apply?

This position is perfect for individuals with a strong interest in fiduciary services and estate administration, who thrive in structured, client-facing environments and are looking to establish or further their career in the legal and financial sectors. Applicants should possess excellent attention to detail, problem-solving skills, and a drive to work collaboratively in a high-performance environment.

Requirements:

Minimum Experience Level:

• 3 years or more experience in administering estates

Essential Qualifications:

• Matric / Grade 12 / National Senior Certificate

Preferred Qualification:

• Legal Estate Administration Diploma

Essential Certifications:

• Fiduciary Institute of South Africa (FISA)

Technical / Professional Knowledge:

• Microsoft Office
• Administrative procedures and systems
• Data analysis
• Business writing
• Relevant regulatory knowledge

Behavioural Competencies:

• Building Customer Loyalty
• Work Standards
• Collaborating
• Technical/Professional Knowledge and Skills
• Managing Work
• Continuous Learning

What’s in It for You?

• A permanent role at one of South Africa’s most respected banks
• Opportunity to work within a reputable fiduciary division
• Exposure to a diverse client base and real-world estate administration practices
• Access to professional development opportunities and mentorship
• Inclusion in a team that values contribution, performance, and transformation
• Opportunity to contribute to a purpose-driven organisation focused on economic inclusion and sustainable banking solutions

How to Apply?

Interested candidates should prepare the following documents:

• A detailed and updated CV
• Certified copies of qualifications and certifications
• A motivation letter explaining your suitability for the role

Ensure your application is submitted on or before 30 July 2025 to be considered for this opportunity. Applications can be submitted via Nedbank’s career portal or as instructed in the official job posting.

Nedbank is an equal opportunity employer and encourages applications from candidates who reflect the diversity of South Africa.

Apply Estates Assistants at Nedbank – Apply by 30 July 2025