Fiduciary Administration Clerk - Durbanville, South Africa - Bespoke Executor Services (BEXs)

Description

Employee Name

Identity Number

Employer Company Name
Bespoke Executor Services (BEXs)


Job title
Fiduciary Administration Clerk


Position type
Permanent


Direct Reporting Line
Elna van der Walt

Dotted Reporting line
Tony Rolo & Sean Beagley

Training
On the Job Training and where necessary external training as determined by Directors
Job descriptionRole and responsibilities

Wills
-
Liaising with Financial Planners and clients regarding their Will instructions
:

• Recording Will instructions on WorkPool.
• Assist with Wills end to end process.
• Finalising the Wills following requests for amendments sending password protected Will to client/planner.
• Once adequately trained assist with drafting of simple Will amendments and Wills.

Estates
-
Attend to payment of advertisements
:

• Attend to SearchWorks, Firearms and motor vehicle searches and valuation checks for assets, where requested.
• Make payments and attend to sanction checks and bank account verification in distributions/payments to creditors, heirs, and beneficiaries.
• Identify and recommend opportunities to enhance processes, systems, and policies.
• Support implementation of new processes, policies, and systems.
• Preparing of file and documents for new estate interview and or takeon.
• Scanning of estate documents when new estate is received.
• Capture new estate data and complete projected month of ExCom recovery on WorkPool.
• Once LOE is received, to capture information on WorkPool.
• To open estate bank accounts on Investec.
• In time taking on the endtoend administration of smaller estates.

Trusts
Once adequately trained attend to the end-to-end administration of trusts, and "ab initio" assist with the ancillary trust work:

-
Attend to the record keeping of Trust transactions under supervision of a director
:

• Capture new Trust data on WorkPool.
• Preparing of payments to creditors and beneficiaries.
• Assisting with reporting trusts to SARS or tax practitioner.
• Liaison with stakeholders.

General

• Preparing and maintaining Asset Register on Xero
• Assisting with the preparation and amending of Budgets
• Preparing Xero Invoices to Planners
• Wealth Succession, Sasfin Wealth and Capital Legacy
• Preparing of other Invoices on Xero
• Capturing of Bills on Xero
• Assist team with Searchworks (Pep & Adverse Checks) and Courier Guy bookings.
• Assisting with Nedbank and Investec payments

THESE DUTIES ARE NOT EXHAUSTIVE AND OTHER DUTIES WILL BE ADDED FROM TIME TO TIME AND WHEN THE EMPLOYEE HAS BEEN ADEQUATELY TRAINED

THIS JOB DESCRIPTION IS SUBJECT TO CHANGE FROM TIME TO TIME WITH THE EMPLOYER DISCUSSING SUCH CHANGES WITH THE EMPLOYEE

Employee Name

Date

Signed

Employer Representative Name

Date

Signed

Salary:

R8, R9,000.00 per month


Ability to commute/relocate:

• Durbanville,

Western Cape:
Reliably commute or planning to relocate before starting work (required)


Education:

• Certificate (required)

Experience:

• Administrative office procedures, practices and equipment: 2 years (required)

Language:

• English and Afrikaans (required)

Application Deadline: 2023/09/15