Clerk: Wills Enquiry

3 weeks ago

Randburg, 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 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 the Magic/Chameleon 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.
- Make a copy of the Original Will and place in customer file for record purposes.
- Courier the Original Will to the relevant Deceased Estate Branch that requested it. 2 - Update the Chameleon/Magic system to reflect the withdrawal of the Original Will.

Accountability: Compliance to legislative requirements
- Complete all compulsory compliance and legislation training within the required time-frames as prescribed by Absa Risk.
- Update knowledge and understanding of the Wills Act, by self-study. - Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records - Management and Money Laundering, Sanctions etc. Non-adherence to Absa's Policy & Procedures may lead to disciplinary action

Education

Bachelor's Degrees and Advanced Diplomas: Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

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