Estate Late Administrator - Cape Town - Rory Mackie & Associates

    Rory Mackie & Associates
    Rory Mackie & Associates Cape Town

    2 weeks ago

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    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:

    • 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.

    Requirements:

    • 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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