Clerk: Wills Enquiry

2 weeks ago

Randburg, Gauteng, South Africa Absa Bank Limited Full time
Bring your possibility to life Define your career with us

  • With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.
Job Summary


To dispatch original wills to the relevant Deceased Estate Branches and Attorneys to ensure that the Deceased Estate is reported to the Master of the High Court.


Job Description:

Accountability:
Dispatching of Original Wills

  • Send a request to the Filing Clerk WCC (Trust) to locate and extract the relevant customer file.
  • On receipt of the customer file from filing clerk, do an identity check on Imsp, Magic /Filing system (Absa Trust system) to determine if there are more than one Will for the same customer in various filing locations.
  • Identify and resolve problems with the relevant Deceased Estate branches e.g. (verify identity numbers of customers with the same surname).
  • Keep records of Original Wills being sent to the Deceased Estate Branches
(Records are save on an Absa Trust share drive)

  • Scan and capture copy of the Original Will and save on the share drive for record purposes.
  • Courier the Original Will to the relevant Deceased Estate Branch and Attorneys that requested it.
  • Update the Filing/Magic system to reflect the withdrawal of the Original Will.
  • On receipt of telephonic or written request from the customers/Bank, send copies of Wills to them

Accountability:
Compliance to legislative requirements

  • Complete all compulsory compliance and legislation training within the required timeframes as prescribed by Absa Risk.
  • Update knowledge and understanding of the Wills Act, by selfstudy.
  • Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information
Security, Records

  • Management and Money Laundering, Sanctions etc. Nonadherence to Absa's Policy & Procedures may lead to disciplinary action.
Education and Experience Required

  • Grade 12 or equivalent NQF qualification
  • 1 year experience in an administrative environment
  • 1 year experience in the Fiduciary experience is preferred
Education

Further Education and Training Certificate (FETC): Office Administration (required)

  • Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

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