Administrator: Wills (Trust and Estates)

Bank Windhoek

Bank Windhoek is recruiting an Administrator: Wills (Trust and Estates), to be based in Windhoek, Namibia.
  • 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)
  • 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
  • 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
  • Only shortlisted applicants will be contacted
This vacancy is no longer accepting applications


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