| Date | 2024-11-28 |
|---|---|
| Job Title | Estate Late Administrator |
| Employer | Conova (PTY) LTD More Information |
| Salary | 30000 |
| Category | Finance Accounting |
| Location |
Western Cape / Western Cape |
Job Summary
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
Estate Late Administrator position available in Western Cape, Western Cape. This job position was posted by Conova (PTY) LTD. The job has been posted as a char8000 ad on 2024-11-28 at 01:25:47 in the Finance Accounting category
Click Go Apply to apply online!
You might also like to look at the available jobs in the same area.
Apply directly on jobmail for this position
Some posts have contact information included with other instructions. All applicants are urged to read the instructions carefully.
We will list jobs at the bottom of each job, so feel free to scroll down and continue your search.
We do not accept any job applications and merely offer the service of daily jobs being mined and displayed on our job portal.
Each job post has a link to take you directly to the original post to apply on their website or the original website where the post came from.
Here are some more related positions
Cape Town City Centre: Estate Late Administrator
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 proce
View Job
Estate Late Administrator
Western Cape: Estate Late Administrator posted by Conova (PTY) LTD
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 process
View Job
Estate Late Administrator
Email Alerts
Click the button below and submit your email to receive email alerts with the latest jobs.
This service is offered by Result Generation
We do not save your information, and your email is the only information we forward to the service.
If you wish to unsubscribe, please click here
