Asset Administration Professional

2 days ago


Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time
Key Responsibilities
  • Administer estate late cases, ensuring adherence to current legislation, including the Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act.
  • Ensure all relevant business rules and compliance processes are followed.
  • Client Servicing: assist and resolve queries from executors, beneficiaries, independent financial advisors, and other stakeholders internally and externally.
  • Manage the flow of work items, follow up on outstanding documents, and maintain agreed SLAs.
  • Provide clear instructions to FNZ for processing.
  • Promote teamwork, respect, and service excellence within the team.
  • Develop and maintain relationships with AL, Sales Teams, Broker Assistants, Team Managers, and Upper Management.
  • Contribute to process development and materials used by the Estate Late Team.


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