Estate Late Administrator

4 months ago


Cape Town, South Africa Rory Mackie & Associates Full time

Overview:

Our client, a leading global Asset Manager is seeking to hire 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 our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries. Instructions handled include estate late repurchases, new business investments emanating from estate late claims, additions, switches, static changes, and related estate late tax queries.

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 are 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 to FNZ 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 times
  • 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

Requirements:

  • 2 to 3 years’ experience within the LISP industry with experience in estate lates and retirement products
  • Bachelor of Law (LLB) degree or paralegal qualification (advantageous)
  • Linked Products, Unit Trusts and Offshore Funds knowledge is essential
  • Working knowledge of relevant financial services legislation is required
  • Proficiency in Microsoft Excel, Word and Outlook


  • Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**: Our client, a leading global Asset Manager is seeking to hire 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 our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries,...


  • Cape Town, Western Cape, South Africa Rory Mackie & Associates Full time

    About the RoleRory Mackie & Associates is seeking a highly skilled Estate Late Administrator to join our team. As an Estate Late Administrator, you will be responsible for the administration of death claims on investment products provided by our client's Investment Platform and the servicing of relevant stakeholders on related queries.Key...


  • Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Title: Estate AdministratorWest Coast Personnel is seeking a skilled Estate Administrator to join our team. As an Estate Administrator, you will be responsible for assisting in the administration of deceased estates, ensuring accurate record-keeping, and communicating effectively with stakeholders.Key Responsibilities:Administration of Deceased Estates:...

  • Estates Administrator

    4 months ago


    Cape Town, South Africa FirstRand Full time

    Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Assess own performance, seek timely and clear feedback and request training where appropriate - Build and...

  • Estate Administrator

    15 hours ago


    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Title: Estate AdministratorWest Coast Personnel is seeking a skilled Estate Administrator to join our team. As an Estate Administrator, you will be responsible for assisting in the administration of deceased estates, ensuring accurate record-keeping, and providing administrative support to other team members.Key Responsibilities:Assist in the...

  • Estate Administrator

    14 hours ago


    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Title: Estate AdministratorWe are seeking a highly organized and detail-oriented Estate Administrator to join our team at West Coast Personnel. As an Estate Administrator, you will be responsible for assisting in the administration of deceased estates, ensuring accurate record-keeping, and providing exceptional customer service to our clients.Key...

  • Estate Administrator

    4 months ago


    Cape Town, South Africa West Coast Personnel Full time

    Job title: Estate AdministratorJob type: PermanentLocation: Table View, Cape TownSalary: R9500.00 R15 000.00 per monthWorking hours: Monday to Friday 07h00 to 16h00 or 07h30 to 16h30 or 08h00 to 17h00 My client an Accounting & Tax Practitioner, is seeking an Estate Administrator to join their team and manage the administration of deceased estates. The ideal...

  • Estate Administrator

    3 weeks ago


    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Summary:West Coast Personnel is seeking a highly organized and detail-oriented Estate Administrator to join our team. As an Estate Administrator, you will be responsible for assisting in the administration of deceased estates, ensuring accurate record-keeping, and providing exceptional customer service to our clients and stakeholders.Key...

  • Estates Administrator

    3 months ago


    Cape Town, South Africa FirstRand Full time

    Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Hello Estate Administrator - Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

  • Estate Manager

    1 week ago


    Cape Town, Western Cape, South Africa The Legends Agency Full time

    {"title": "Estate Manager", "description": "The Legends Agency is seeking a skilled Estate Manager to oversee the day-to-day operations of our client estates. As a key member of our team, you will be responsible for ensuring the smooth management of our properties, including site inspections, maintenance, and administration.Key Responsibilities:Conduct...

  • Estate Administrator

    3 months ago


    Cape Town, South Africa West Coast Personnel Full time

    Responsibilities:Assist in the administration of deceased estates, including but not limited to, handling paperwork and liaising with beneficiaries.Ensure accurate record-keeping and documentation throughout the estate administration process.Utilize the SARS website proficiently, for tax-related tasks such as accessing relevant information and making SARS...

  • Estate Manager

    3 weeks ago


    Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Title: Estate ManagerAbout the Role:The Legends Agency is seeking a highly skilled and experienced Estate Manager to join our team. As an Estate Manager, you will be responsible for the day-to-day management of client estates, ensuring that all aspects of estate operations are running smoothly and efficiently.Key Responsibilities:Site Inspection and...

  • Estate Administrator

    2 weeks ago


    Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Estate Administration Role **Key Responsibilities:** * Assist in the administration of deceased estates, ensuring accurate record-keeping and documentation throughout the process. * Liaise with beneficiaries, clients, and relevant authorities to resolve administrative issues and discrepancies. * Utilize the SARS website proficiently for tax-related...


  • Cape Town, South Africa Real Estate Assist Full time

    **Location**: Tygervalley Area, Bellville (Hybrid: Office and Home-Based) **Company**: Real Estate Assist, a subsidiary of the Assist Group **About Us**: **Key Responsibilities**: - Collaborate with team members to streamline administrative workflows and improve overall efficiency. - Maintain accurate records of clients and potential clients, including...


  • Cape Town, Western Cape, South Africa Merand Corbett & Associates Full time

    Deceased Estate Administration Role At Merand Corbett & Associates, we are seeking a skilled Deceased Estate Administrator to join our team. As a key member of our administration team, you will be responsible for the administration of deceased estates, from reporting to finalization. This will involve working closely with attorneys to manage administrative...

  • Estate Manager

    5 days ago


    Cape Town, Western Cape, South Africa The Legends Agency Full time

    Estate Manager Opportunity The Legends Agency is seeking a highly skilled Estate Manager to join our team in Century City, Cape Town. As an Estate Manager, you will be responsible for the day-to-day management of client estates, ensuring the smooth operation of facilities and services. Key Responsibilities: Site Inspection: Conduct regular site...

  • Estate Manager

    3 weeks ago


    Cape Town, Western Cape, South Africa The Legends Agency Full time

    Job Summary:The Legends Agency is seeking a highly skilled Estate Manager to oversee the day-to-day operations of our client estates. As an Estate Manager, you will be responsible for ensuring the smooth management of our properties, including overseeing outsourced service providers and contractors, and liaising with Trustees and owners/residents.Key...


  • Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Summary:West Coast Personnel is seeking a highly skilled and detail-oriented Estate Administration Specialist to join our team. As an Estate Administration Specialist, you will play a critical role in the administration of deceased estates, ensuring accurate record-keeping and documentation throughout the process.Key Responsibilities:Assist in the...


  • Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job Summary:West Coast Personnel is seeking a highly skilled and detail-oriented Estate Administration Specialist to join our team. As an Estate Administration Specialist, you will play a critical role in the administration of deceased estates, ensuring accurate record-keeping, documentation, and compliance with relevant laws and regulations.Key...


  • Cape Town, Western Cape, South Africa West Coast Personnel Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Estate Administration Specialist to join our team at West Coast Personnel. As a key member of our team, you will be responsible for assisting in the administration of deceased estates, ensuring accurate record-keeping, and providing exceptional customer service to our clients and...