- Administer estate late cases in accordance with current legislation, including Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act.
- Maintain compliance with business rules and processes.
- Client Servicing: Resolve queries from executors, beneficiaries, financial advisors, and other stakeholders via phone or email.
- Manage work items, follow up on outstanding documents, and maintain Service Level Agreements.
- Provide clear instructions to FNZ for processing.
- Promote teamwork, professionalism, and service excellence.
- Develop relationships with AL, Sales Teams, Broker Assistants, and Upper Management.
- Contribute to process development and materials used by the Estate Late Team.
- 2-3 years' experience in LISP industry with estate lates and retirement products knowledge.
- Bachelor of Law (LLB) degree or paralegal qualification advantageous.
- Knowledge of Linked Products, Unit Trusts, Offshore Funds essential.
- Working knowledge of financial services legislation required.
- Proficiency in Microsoft Excel, Word, and Outlook.
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Estate Late Administrator
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Estate Late Administrator - Cape Town - Rory Mackie & Associates

Description
Job Title: Estate Late Administrator
Overview:
The Estate Late Team at a leading global Asset Manager is responsible for the administration of death claims on investment products provided by their Investment Platform (LISP) and servicing relevant stakeholders on related queries.
Responsibilities:
Requirements:
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Estate Late Administrator
Conova Recruitment- Cape Town
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Human Resources Manager – Contract Position – Maternity Cover
Kerston Foods CC- Cape Town
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Reception/Back-up Therapist
Prospect Staffing SA- Cape Town
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Financial Administrator/Bookkeeper
West Coast Personnel- Cape Town
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Web Developer: e-Government for CitIzens Ref no. DOTP 05/2025
Western Cape Government- Cape Town
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HR and Payroll Officer
Time Personnel- Cape Town
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Customer Service Coordinator
Findojobs South Africa- Wes-Kaap
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Junior Planner/ Allocator
Ares Holdings- Cape Town
-
Customer Service Coordinator
Ares Holdings- Cape Town
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Luxury Travel Consultant
Ten Group- Cape Town
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Operations Coordinator
West Coast Personnel- Cape Town
-
Export Sales
LMP RECRUIT- Cape Town
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Barman/Mixologist
Khula Placements- CapeTown
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Technical Manager
Fidelity Services Group- Wes-Kaap
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Warehouse Manager
Stonebridge HR Consultants Ltd- Cape Town
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Property Portfolio Administrator
IGrow Wealth Investments- Durbanville
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Barman
CME Recruitment- Stellenbosch
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Barman - Hoseki Restaurant
Delaire (Pty) Ltd- Stellenbosch
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Guest Relations Officer/Hotel Reception
Delaire (Pty) Ltd- Stellenbosch