Overview
Wills Allocator Jobs in Johannesburg, Gauteng, South Africa at Nedbank
Title: Wills Allocator
Company: Nedbank
Location: Johannesburg, Gauteng, South Africa
Location: Nedbank 135 Rivonia Road, Sandown, Sandton.
Cluster: Nedbank Personal and Private Banking
Closing Date
09 June 2026
Career Stream
Fiduciary
Leadership Pipeline
Manage Self: Operational
Job Purpose
To allocate work received in the shared mailbox to the drafting team daily.
Job Responsibilities
- Contribute to the revenue targets by ensuring work allocation is done timeously.
- Allocate drafting applications to drafters continuously throughout the day to ensure the SLA is met.
- Redirect incorrectly received emails in the shared mailbox to the relevant departments.
- Save all emails to the Wdrive weekly for record keeping.
- Referring sales leads relating to stockbroking; investments; short term insurance; trusts; tax to various departments.
- Attend to general queries received in the shared mailbox within 48 hours.
- Contribute to a culture conducive to the achievement of transformation goals by participating in Nedbank Culture building initiatives (Staff surveys etc).
- Participate and support corporate social responsibility initiatives for the achievement of key business strategies.
- Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems.
- Keep abreast of legislation and other industry changes that impacts on role buy reading relevant newsletters; websites and attending sessions.
- Understand and embrace the Nedbank vision and demonstrate the values through interaction with team and stakeholders.
- Improve personal capability and stay abreast of developments in fields of expertise by identifying training courses and career progression for self through input and feedback from managers.
- Ensure personal growth and enable effectiveness in performance of roles and responsibility by ensuring all learning activities are completed; experience practiced, and certifications obtained and/or maintained within specified time frames.
- Respond to client queries and complaints withing 48 hours.
- Escalating complaints to Management.
- Foster professional relationships with beneficiaries; intermediaries and others.
Minimum Experience Level
3 years Wills administration or related experience.
Essential Qualifications – NQF Level
- Matric / Grade 12 / National Senior Certificate
Essential Qualifications
Relevant legal qualification (e.g. LLB, Paralegal qualification, or equivalent)
Job Responsibilities Continue
Technical / Professional Knowledge
- Microsoft Office
- Administrative procedures and systems
- Business writing skills
- Relevant regulatory knowledge
Behavioural Competencies
- Building Customer Loyalty
- Work Standards
- Collaborating
- Communication
- Managing Work
- Quality Orientation
Please contact the Nedbank Recruiting Team at +27 860 555 566