Estate Late Administrator
Role
Estate Administrator
Location
Cape Town
Industry
Asset Management
Our client, an independent, active global asset manager, is seeking an Estate Late Administrator to join their team in Cape Town.
The Estate Late Team is responsible for the administration of death claims on investment products, as well as the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries.
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)
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
Requirements:
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