Manager Estate Administration

2 weeks ago

Pretoria, 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 manage the administration of deceased estates by coordinating the activities of the team and to accept final responsibility for the problem solving, customer satisfaction, compliance, people management including administration and handling of complex estates.


Job Description:

Management of General Administration of an Estate

  • Keep abreast of knowledge and skills relevant to the Fiduciary industry and Estate Act by reading all communication received from the legal department
  • Check and review all new files for correctness before accepting appointment of executor ship, and check all types of assets to ensure that the assets taken up can be administered cost effectively and in the best interest of the beneficiaries, legislation, investments and fixed property (i.e. farms, houses etc.)
  • Take responsibility for all estates allocated within the team by ensuring that estates are allocated to Administrators that have the relevant experience and capacity.
  • Check that the assets are sold or rented (where applicable) at the best possible price and in the best interest of the beneficiary/Estate by obtaining valuations (where applicable) or instruction from the clients and/or the Master of the High Court.
  • Monitor that estate administrators ensure that all assets have been adequately and timeously insured by the approved insurer on a monthly basis via a report from the estate /magic system (where applicable)
  • Monitor that estate administrators ensure that properties that are rented monthly or per period or sold are collected timeously by the estate department or the panel of Attorneys (where applicable)
  • Evaluates, approves/declines advances and distributions according to the clients' needs and estate mandates and make sure of the second approval.(where applicable)
  • Be involved in complex estate cases with complaints as referred to by Head Office and/or Ombudsman and be part of the communication with clients. Escalate cases of greater complexity to the Branch Manager where opinion of the outcome of a decision differs to that of the administrators.
  • Ensure that statutory and company requirements i.ro the administrative process are met.
  • To coordinate and manage management reports on the estate/magic system on a monthly basis.
  • Evaluate and interpret estate information and work out action plans in order to take fees on hand as per income targets.
  • Ensure that no fees are written back for negligence and not adhering to policy
  • Delegate administrative tasks to supporting staff including renunciation of estates, queries on finalized estates.
Financial Management

  • Manage and ensure that administrators attain financial goals of the team on a monthly basis by monitoring and tracking targets in terms of PD objectives.
  • Take responsibility for all estates allocated within the team by ensuring that estates are allocated to Administrators that have the relevant experience and capacity.
  • Evaluate and interpret estate information and work out action plans in order to take fees on hand as per income targets.
  • Ensure that no fees are written back for negligence and nonadhering to policy by making personnel constantly aware.
  • Oversee in the absence of the branch manager the action for logging all new estates on the estate system through the Administration Department and also oversee the distribution of these estates to Estate Administrators according to their relevant experience and capacity.
  • Oversee in the absence of the branch manager that all estate information is interpreted correctly and that action plans are prepared by Estate Managers in order for Estate Administrators to take fees on hand.
Production

  • Achieve production norms as contracted by ensuring that Administrators achieve contracted production goals on a monthly basis by achieving 24 transactions by drafting Liquidation and Distribution accounts, drafting cash statements and paying out of funds (distributions) and finalizing of the estates as contracted in the PD's.
  • Oversee relevant training of staff by making available inhouse training material, Estates Virtual Book training and on the job training.
  • Ensure that there is a continuous reduction of estates on hand as per 5 months turnaround time of administering of estates as per agreement
Customer Services

  • In more complex cases, interact with walkin and telephone clients with regarding to complaints, queries, legal advice etc. referring to action line complaints and Ombudsman within 24 hours.
  • Drive the 10 principles of Treat your customer fairly by following the principles and embed the same with the team.
  • Ensure that the admin

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