Estate Specialist C
1 week ago
About us, purpose, experience and qualifications
**about us**:
- There is no about us detail available.**purpose**:
- To ensure that deceased estates are onboarded, administered and finalised professionally, efficiently and effectively in terms of the Administration of Estates Act 66 of 1965 and other applicable legislation**experience and qualifications**:
- Minimum Qualification - 3 year Degree in the Legal field, preferably with a post-graduate qualification
- Experience - 5 years' experience**additional requirements**:
**responsibilities**:
- Continuously assess own performance, seek timely and clear feedback and request training where appropriate
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Focus on providing optimal services and improving service delivery processes to meet or exceed customer expectations
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Contribute to the development of a budget aligned to operational delivery plans, monitor effectiveness and report on variances
- Prevent wastage and identify process improvements to contain and reduce costs
- Use reports to assess estate progress in preventing losses and litigation of estates
- Complete the full end to end estate management process independently and in collaboration with internal and external stakeholders
- Ensure that the administration of a deceased estate is completed efficiently, professionally and profitably to meet financial and revenue targets
- Identify new business opportunities and create leads for both the Fiduciary and Firstrand
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