Estate Late Administrator
2 months ago
- Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act)
- Make sure all relevant business rules and compliance processes must be adhered to
- Client Servicing: assist and resolve all queries received via telephone or email from executors, beneficiaries, independent financial advisors, and other relevant stakeholders internally and externally
- Manage flow of work items (queries, requests, and instructions)
- Follow up with the executors, brokers, and beneficiaries for outstanding documents
- Maintain agreed SLA on all administrative tasks
- Provide clear, accurate and concise instructions for processing of instructions
- Attend scheduled training sessions and proactively request training when unsure of a certain product, process, or system information
- Be professional and courteous with regards to all job functions with service excellence always being promoted
- Promote teamwork and respect within the team at all time
- Develop, maintain, and promote mutual harmonious relationships with both AL, Sales teams, and broker assistants
- Develop, maintain, and promote a strong relationship with relevant Team Manager and Upper Management
- Contribute to the ongoing development of processes and materials used by the Estate Late team
- 2 to 3 years experience within the LISP industry with experience in retirement products and estate lates
- Linked Products, Unit Trusts and Offshore Funds knowledge is essential
- Working knowledge of relevant financial services legislation required
- Matric
- Studying towards Bachelor of Law degree or paralegal qualification is advantageous
- Proficiency in Microsoft Excel, Word, and Outlook
- The ability to build and maintain meaningful relationships
- The ability to approach and own and continuously look for opportunities to develop
- Driven by results
- A client focused and collaborative approach
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Estate Late Administrator
7 months ago
Cape Town, South Africa Rory Mackie & Associates Full time**Overview**: Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries,...
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Estate Late Administrator
2 months ago
Cape Town City Centre, South Africa Jobted ZA C2 Full timeKey Responsibilities: - Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act) - Make sure all relevant business rules and compliance processes must be adhered to - Client Servicing: assist and resolve all queries received via telephone...
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Estate Late Administrator
2 months ago
Cape Town, South Africa Rory Mackie & Associates Full timeOverview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on...
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Late Estate Case Manager
4 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeJob SummaryWe are seeking an experienced Late Estate Case Manager to administer estate late cases in line with current legislation. The successful candidate will ensure compliance with relevant business rules and regulations, providing exceptional service to stakeholders.
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Cape Town City Centre, South Africa Jobted ZA C2 Full timeOverview: Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.)...
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Estate Administrator Specialist
4 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeCompany OverviewRory Mackie & Associates is a leading global Asset Manager, seeking a skilled Estate Late Administrator to join their team. Our client's Investment Platform (LISP) requires dedicated professionals to manage death claims and related queries efficiently.
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Estates Administrator
7 months ago
Cape Town, South Africa FirstRand Full timeJob Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Assess own performance, seek timely and clear feedback and request training where appropriate - Build and...
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Estates Administrator
7 months ago
Cape Town, South Africa FirstRand Full timeJob Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Hello Estate Administrator - Welcome to FNB, the home of the #changeables. We design for the shapeshifters...
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Estate Agent
2 weeks ago
Cape Town, South Africa Eazi Real Estate Full time**POSITION**:Estate Agent **LOCATION**: Atlantic Seaboard - City Centre and surrounds **SALARY**:Basic R 10 000 per month + incentive of R5 000 to R15 000 p/sale **Must have previous Real Estate Experience to apply** **ABOUT THE BUSINESS** Eazi Real Estate is a new way to sell property. We do everything a traditional real estate agent does and more for...
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Assistant Estates Administrator
6 days ago
Cape Town, South Africa Perfect Placement Recruitment Full timeOur client is growing continuously and looking for an Assistant Estates Administrator to assist and support the Senior Estate Administrator. Area: Bellville - Cape Town **Salary**: Market related **Requirements**: - Own reliable vehicle and valid drivers license; - Matric; - Qualifications in Deceased Estate Administration and a secretarial qualification...
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Senior Estate Administrator
1 month ago
Cape Town, Western Cape, South Africa West Coast Personnel Full timeJob Title: Senior Estate Administrator About Us:West Coast Personnel is a leading provider of professional services in the estate administration sector. Job Description:We are seeking an experienced Deceased Estate Administrator to join our team and manage the administration of deceased estates.The ideal candidate will have 1-2 years of experience in...
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Estate Administration Professional
2 months ago
Cape Town, Western Cape, South Africa West Coast Personnel Full timeJob Title: Deceased Estate AdministratorWe are seeking a highly skilled and experienced Deceased Estate Administrator to join our team at West Coast Personnel.Job Description:The successful candidate will be responsible for managing the administration of deceased estates, including handling paperwork, liaising with beneficiaries, and ensuring accurate...
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Property Administrator
4 months ago
Cape Town, South Africa Real Estate Assist Full time**Location**: Tygervalley Area, Bellville (Hybrid: Office and Home-Based) **Company**: Real Estate Assist, a subsidiary of the Assist Group **About Us**: **Key Responsibilities**: - Collaborate with team members to streamline administrative workflows and improve overall efficiency. - Maintain accurate records of clients and potential clients, including...
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Deceased Estate Administrator
2 months ago
Cape Town, South Africa West Coast Personnel Full timeJob Description:My client an Accounting & Tax Practitioner, is seeking a Deceased Estate Administrator to join their team and manage the administration of deceased estates. The ideal candidate will preferably have 1 2 years of experience in estate administration, excellent organizational skills, and the ability to handle sensitive information with...
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Deceased Estate Administrator
2 weeks ago
Cape Town, South Africa Recruitment Matters Africa Full time**Responsibilities**: - Making contact with clients and maintaining such contact in terms of regular updates regarding the estate administration process and progress made - Placement of advertisements - Ensuring that all vouchers obtained are accurate to enable you to draft the liquidation and distribution account - Compliance with all stakeholders’...
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Estate Administrator
9 months ago
Cape Town, South Africa WESTERFORD HIGH SCHOOL Full timeWesterford seeks to employ an Estate administrator who will assist with administration relating to building maintenance and health and safety.
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Deceased Estate Administrator
4 days ago
Cape Town, South Africa RJPersonnel Full time3years - contribute to efficient and effective system and processes - Making contact with client to set up the initial interview and ensure that the client is informed of the documentation and information to bring to the interview. - On receipt of the estate read the Will to make sure you understand the devolution and there are no difficulties prior to...
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Estates Trust Administrator
7 months ago
Cape Town, South Africa HR Objectives Recruitment Full time**RHighly Negotiable.** This high profile, long established Deceased Estates Department based with highly reputable group of attorneys requires a senior level Deceased Estates Administrator capable of functioning within a senior capacity. Duties include: **Requirements**: A minimum of 5 years Deceased Estates experience having worked within a firm of...
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Deceased Estate Administrator
2 days ago
Cape Town, South Africa Zeal HR Full timeAn exciting opportunity has become available within the Legal industry, for a Deceased Estate Administrator. The position is based in the Pretoria area. **REQUIREMENTS**: - 3-5 years in working in deceased estate administration - Know and understand the Intestate Succession Act and the Administration of Estates Act. - Work independently - Run deceased...
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Estate Administration Professional
1 month ago
Cape Town, Western Cape, South Africa West Coast Personnel Full timeJob DescriptionWe are seeking an experienced Estate Administration Professional to join our team at West Coast Personnel.This is a unique opportunity to work with deceased estates, handling administration tasks, and ensuring accurate record-keeping. The ideal candidate will have 1-2 years of experience in estate administration or a related field.The role...