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PRIMARY PURPOSE OF THIS POSITION:

Responsible for the execution of Estates in line with the Bank’s policies, procedures and regulations of the Estate Act 66 of 1965. Further responsible for financial management of estate accounts and interpretation of Wills according to the Wills Act 7/1953.

KEY PERFORMANCE AREAS (KPA’s):

Administration of Estates:

• Execution of Estates in line with the Bank’s policies and procedures as well as the regulations of the Estate Act 66 of 1965.
• Interpretation and application of the Wills Act 7/1953.

Customer Service

• Ensure that clients/interested parties are handled in a professional manner, provided with accurate information about the Bank’s and the department’s products and services and correctly referred.

Sales Focus

• Responsible for identifying selling/cross-selling opportunities related to estates and refer such opportunities and leads to the correct person, department or branch involved

Qualification & Expereince:

• Matric (Grade 12)
• Advanced Diploma in Deceased Estates or equivalent qualification.
• Bachelor of Law or Similar Qualification will be an added advantage
• 5 Years of estates and trust experience
• Knowledge of relevant legislation applicable to trusts and estates
• Proficiency in using the Legal Ease Program
• Self-confidence and strong interpersonal skills
• Computer literate (MS Word & Excel)
• Strong analytical and technical skills
• Product knowledge
• Accounting experience (advantageous)

CORE COMPETENCIES

• Committed
• Energetic and willing
• Positive attitude towards system and system changes
• Leadership
• Time management
• Loyalty
• Communication (both written and oral) in English
• Teamwork
• Reliability
• Planning and organizing skills
• Integrity
• Empathy
• Accountability

The company ONLY accept applications via their career portal. Interested candidates can apply via the link below:

Apply online via: Bank Windhoek Career Portal

Closing Date: 02 December 2024