Job Description

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)
• 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

Conova (PTY) LTDCompany

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