Job Description

Closing Date 2024/07/12
Reference Number MMH240705-14
Job Title Estates Assistant
Position Type Permanent
Role Family Legal and Compliance
Cluster Momentum Life
Remote Opportunity Some of the time
Location - Country South Africa
Location - Province Gauteng
Location - Town / City Centurion
IntroductionThrough our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
We help people grow their savings, protect what matters to them and invest for the future. We help companies and organizations care for and reward their employees and members. Through our own network of advisers or via independent brokers and utilizing new platforms Momentum Metropolitan provides practical financial solutions for people, communities, and businesses. Visit us at www.momentummetropolitan.co.za
Role PurposeTo support the Deceased Estates Take-On team in processing administrative outputs to improve the short-term flow of work.
RequirementsQualifications:

• Matric or NQF Level 4 equivalent

Experience:

• Background in deceased estates and legal documents (advantegous)
• Solid administrative background

Duties & ResponsibilitiesEstate Renunciation:

• Prepare the Renunciation letter and attach associated documents including the Original will, to hand forward to the Take on team as instructed.

Processing of documents receive from heirs:

• Acknowledge receipt of specific documents to the Take on team.
• Arrange for specific documents as instructed to be certified by the legal adviser or other representative.
• Record which items are not yet received for the Take on team to follow up on.
• Scan the documents received as specifically instructed for use/ access by the wider Team
• Attend to Transfer of movable assets e.g. firearms and vehicles.

Section 29 and 35 Adverts to be scanned to each estate client folder:

• Ensure Section 29 adverts are scanned to the relevant client sub folder
• Ensure Section 35 adverts are scanned to the relevant client sub folder.
• Placing Section 29 and Section 35 advertisements .
• Sending Liquidation and Distribution account to Magistrate offices before the account lays for inspection and obtaining Magistrate certificate.

Populate the process amanagement spreadsheetof each client as created by the legal adviser:

• Ensure the wider Team can trace where each matter is on the Take-on sub process

Competencies

• Attention to detail
• Accuracy of work
• Ability to work independently and in a team
• Self-management
• Ability to maintain confidentiality
• Communicates effectively
• Administration orientation
• Decision quality
• Cultivates innovation
• Plans and aligns
• Customer focus
• Collaborates
• Computer skills (MS Word & MS Excel)

PolicyWe are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.

Momentum Metropolitan