Estate Late Administrator
3 weeks ago
Key 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 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 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 time
- 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
Qualifications and Experience:
- 2 to 3 years experience within the LISP industry with experience in retirement products and estate lates
- Linked Products, Unit Trusts and Offshore Funds knowledge is essential
- Working knowledge of relevant financial services legislation required
- Matric
- Studying towards Bachelor of Law degree or paralegal qualification is advantageous
- Proficiency in Microsoft Excel, Word, and Outlook
- The ability to build and maintain meaningful relationships
- The ability to approach and own and continuously look for opportunities to develop
- Driven by results
- A client focused and collaborative approach
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