• 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)
• Ensure 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 for processing 
• 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

• Relevant 2 – 3 years experience, preferably with death claims
• Relevant degree/diploma (advantage)
• Financial Services experience specifically Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage
• Client Service Experience – advantage
• Computer literate – Microsoft packages, Excel (intermediate), Word and Outlook
• Knowledge of platform workflow systems
• Knowledge of the platform product rules and processes
• 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 2025-02-07 at 21:31:27 in the Insurance And Investments category