Estate Late Administrator
2 weeks ago
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, etc.) on related queries. Instructions handled include estate late repurchases, new business investments emanating from estate late claims, additions, switches, static changes, and related estate late tax queries.
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 are 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 to FNZ 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 times
- 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
Requirements:
- 2 to 3 years’ experience within the LISP industry with experience in estate lates and retirement products
- Bachelor of Law (LLB) degree or paralegal qualification (advantageous)
- Linked Products, Unit Trusts and Offshore Funds knowledge is essential
- Working knowledge of relevant financial services legislation is required
- Proficiency in Microsoft Excel, Word and Outlook
-
Estate Late Administrator
3 weeks ago
Cape Town, South Africa Conova Pty Ltd Full timeOur client, a global asset management company, is seeking 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 the company’s platform and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries.Key...
-
Estate Late Administrator
6 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,...
-
Estate Late Administrator
3 weeks 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...
-
Estate Late Administrator
3 weeks ago
Cape Town, South Africa Conova Recruitment 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 toClient Servicing: assist and resolve all queries received via telephone or email...
-
Estate Late Administrator
6 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...
-
Estate Late Administrator Position
2 weeks ago
Cape Town, Western Cape, South Africa Conova Recruitment Full timeJob DescriptionWe are seeking an experienced Estate Late Administrator to join our team at Conova Recruitment. This role is perfect for someone who is looking to take their career to the next level and work with a dynamic team.
-
Estate Late Administrator
2 weeks ago
Cape Town, Western Cape, South Africa Conova Pty Ltd Full timeOverviewConova Pty Ltd is a global asset management company seeking 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 the company’s platform and servicing relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries. Key...
-
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.)...
-
Estate Administrator Professional
2 weeks ago
Cape Town, Western Cape, South Africa Rory Mackie & Associates Full timeCompany OverviewRory Mackie & Associates is a leading global Asset Manager providing investment solutions to clients worldwide.Job SummaryWe are seeking an experienced Estate Late Administrator to join our team in a dynamic and challenging role. As an Estate Late Administrator, you will be responsible for the administration of death claims on investment...
-
Legal Administrative Assistant
3 weeks ago
Cape Town, Western Cape, South Africa Dante Personnel Full timeJob Description:Dante Personnel is seeking a skilled Junior Paralegal to join their team in Cape Town. As an integral member of the Estate Late Department, you will be responsible for attending to Estate Admin/Master's Office tasks and working with Estates and Contracts.About Us:Dante Personnel is a leading recruitment agency in Cape Town, specializing in...
-
Estates Administrator
6 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...
-
Estates Administrator
5 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...
-
Property Administrator
3 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...
-
Senior Estate Administrator
1 week 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...
-
Estate Administration Professional
2 weeks 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...
-
Deceased Estate Administrator
1 month 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...
-
Deceased Estate Administrator
4 weeks 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...
-
Deceased Estate Administrator
2 months ago
Cape Town, Western Cape, South Africa Merand Corbett & Associates Full timeMerand Corbett & Associates is seeking a skilled Estate Administrator to join our team. The successful candidate will be responsible for the administration of deceased estates, from reporting to finalization. This includes assisting attorneys in managing administrative tasks, preparing legal documents, and liaising with clients and other parties. The ideal...
-
Estate Administrator
8 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.
-
Estates Trust Administrator
6 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...