Administrator: Wills (SP4) Trust & Estate Department
Listing reference: capbw_003495
Listing status: Online
Apply by: 20 October 2026
Position summary
Industry: Banking
Job category: Banking, Finance, Insurance. Stockbroking
Location: Windhoek
Contract: Permanent
EE position: No
Introduction
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.
Job description
KEY PERFORMANCE AREAS (KPAS)
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
CORE COMPETENCIES:
• Customer focus
• Quality conscious
• Communicating orally /written
• Interpersonal sensitivity
• Teamwork
• Reliability
• Assertive
• Planning and organising skills
• Resilience
Minimum requirements
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