Estate Late Administrator

1 day ago

Cape Town, Western Cape, South Africa Conova Pty Ltd Full time

Overview

Conova 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 Responsibilities:

  • Administer estate late cases in line with current legislation, including the Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act.
  • Maintain adherence to all relevant business rules and compliance processes.
  • 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 the flow of work items (queries, requests, and instructions).
  • Follow up with the executors, brokers, and beneficiaries for outstanding documents.
  • Maintain agreed SLAs 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.
  • Promote professionalism and courtesy in all job functions, ensuring service excellence is always promoted.
  • Promote teamwork and respect within the team at all times.
  • Develop, maintain, and promote mutual harmonious relationships with AL, Sales teams, and broker assistants.
  • Develop, maintain, and promote strong relationships with relevant Team Managers and Upper Management.
  • Contribute to the ongoing development of processes and materials used by the Estate Late team.

Qualifications and Experience:

  • A minimum of 2-3 years’ experience within the LISP industry, with experience in retirement products and estate lates.
  • Familiarity with Linked Products, Unit Trusts, and Offshore Funds is essential.
  • A working knowledge of relevant financial services legislation is required.
  • A Matric certification is necessary.
  • Studying towards a Bachelor of Law degree or paralegal qualification is advantageous.
  • Proficiency in Microsoft Excel, Word, and Outlook is expected.
  • The ability to build and maintain meaningful relationships is crucial.
  • The ability to approach and own tasks, continuously looking for opportunities to develop, is vital.
  • A results-driven approach is essential.
  • A client-focused and collaborative mindset is required.

Estimated Salary: R350,000 - R450,000 per annum based on qualifications, experience, and location. A performance-based bonus may also be applicable.

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