- 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)
- Make sure 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 to FNZ for processing of instructions
- 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
- 2 to 3 years' experience within the LISP industry with experience in estate lates and retirement products
- Bachelor of Law (LLB) degree or paralegal qualification (advantageous)
- Linked Products, Unit Trusts and Offshore Funds knowledge is essential
- Working knowledge of relevant financial services legislation is required
- Proficiency in Microsoft Excel, Word and Outlook
-
Estate Late Administrator
4 days ago
Rory Mackie & Associates Cape Town, South Africa**Overview**: · Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client's Investment Platform (LISP) and ...
-
Logistics Supervisor
23 hours ago
Tryon Consultancy Cape Town, South AfricaCape Town based company seeks a Logistics Supervisor from a equipment rental background to join their team · **To allocate**machines to each rental order, ensuring that there are no non-supplies. · **To plan **truck schedules, ensuring that the planned routing will ensure that cu ...
-
Housekeeper
1 week ago
Beekman Group Cape Town, South Africa**Key Performance Areas**: · - Supervising and allocating staff duties and staff administration · - Issuing, recording and controlling stock of consumable, stores and linen and equipment · - Duties include telephone, office administration, reservations and handling guest related ...
-
Sales Assistant
2 hours ago
Sportsmans Warehouse Cape Town, South Africa**Sales Assistant - Waterfront** · We are seeking an experienced and energetic Sales Assistant for our Waterfront Branch. · **Key Responsibilities**: · - Sales Generation · - Service Excellence · - Store and Merchandising Standards · - Protection of Company Assets · - Administrat ...
-
Spa Receptionist
2 hours ago
HotelJobs Cape Town, South AfricaKendrick Recruitment has a new opportunity available for a well-established Hotel & Spa based in Cape Town and is seeking an experienced Spa Receptionist. · **Requirements**: · - A minimum of 2 years' experience in a spa reception position is required · - ESP and Micros is advant ...
-
Sales Assistant
2 hours ago
Sportsmans Warehouse Cape Town, South Africa**Sales Assistant - Canal Walk** · We are seeking an experienced and energetic Sales Assistant for our Canal Walk Branch. · **Key Responsibilities**: · - Sales Generation · - Service Excellence · - Store and Merchandising Standards · - Protection of Company Assets · - Administrat ...
-
Receptionist
2 days ago
Gorgeous George Hotel Cape Town, South AfricaWe are on the lookout for a charismatic, warm, hospitable, enthusiastic hotel receptionist. · Your duties will include (but not limited to) checking and checking out guests, interacting with guests, giving guests activity suggestions, answering and making phone calls, making rest ...
-
Credit Controller
4 days ago
Broll Property Group Cape Town, South Africa**POSITION PURPOSE** · Responsible for collecting monies owing in respect of properties managed by the company. Responsible for performing collection activities associated with various accounts. Reviews accounts, determines probable reasons for account status and contacts clients ...
-
HR Coordinator
2 hours ago
ICG Medical Cape Town, South AfricaICG is a global provider of medical staffing to the public and private sector internationally. This will be a hands on role supporting the People team in all HR activity for South Africa, the UK (United Kingdom) and Republic of Ireland (ROI). Working for the HR Manager - SA, and ...
-
Brand Co-ordinator
2 days ago
Traut Personnel Cape Town, South Africa**Working in this dynamic Fashion Brands environment, your purpose in this role would be to support the Buyer in the administration of the brand and to provide support and solutions to the Brand team to ensure optimal administrative efficiency, with emphasis on supporting the Buy ...
-
Sales Agent
2 days ago
Salt City of Cape Town, Western Cape, South AfricaIf you're interested in working in Woodstock and in sales, a global premium cyclist insurance company is seeking enthusiastic individuals to join their team as Sales Agents. This role involves engaging with clients in the USA and learning about insurance. Your responsibilities in ...
-
Brand Co-ordinator
1 week ago
Traut Personnel Cape Town, South Africa**Location**:capetown** Level**:Junior** Salary**:Negotiable** Posted**:February 12, 2024** Ref**:#6094 · **Description**: · **Working in this dynamic Fashion Brands environment, your purpose in this role would be to support the Buyer in the administration of the brand and to pro ...
-
Assistant Duty Manager
2 days ago
HotelJobs Cape Town, South AfricaThis well-established boutique hotel wishes to appoint an** Assistant Duty Manager**. Reporting directly to the General Manager, you will be required to: · - Day-to-day running of the property · - Guest relations: Assisting guests with excursions, inquiries, and external reservat ...
-
Luxury Travel Consultant
1 week ago
Ten Group Cape Town, South Africa**To complement our Nordic team in Cape Town, we are looking for a Norwegian-speaking Luxury Travel Consultant in the area of Luxury Lifestyle Management.***: · If you have a proven luxury travel sales background, with an excellent knowledge of the products and worldwide destinat ...
-
PKF Cape Town (Bellville and Stellenbosch) Cape Town, South AfricaPKF Cape Town is seeking a skilled **Junior Tax Compliance Administrator** to join their firm. · The **duties and responsibilities** include, but are not limited to: · - Completion and submission of income tax returns for Companies Trusts and Individuals. · - Reviewing of income ...
-
iMedrecruit Cape Town, South AfricaAbout the job Medical Billing Administrator and Receptionist, Cape Town (Northern Suburbs) · **Medical Billing Administrator and Receptionist, Cape Town (Northern Suburbs)** · Our client, a Medical Specialist based in Northern Suburbs of Cape Town, is seeking to recruit a well pr ...
-
HR Generalist
3 days ago
ICG Medical Cape Town, South Africa**HR Generalist** · **Department**: HR · **Location/Branch**: South Africa (Bellville, CT) · **Position reports to**: HR Manager - SA · ICG is a global provider of medical staffing to the public and private sector internationally. · This will be a hands-on role supporting the Peo ...
-
Customer Service Admin Assistant
3 days ago
Affirmative Portfolios Cape Town, South Africa**Office Administration** · **Cape Town** · ***: · **Customer Service Admin Assistant** · **Cape Town** · **R10 000 per month (TCTC)** · We are looking for an analytical, tech savvy and high energy Customer Service Admin Clerk to assist in our client's Telesales Department. The s ...
-
Debtors Clerk
1 week ago
Rustenburg Girls' High School Cape Town, South Africa**Job Advert Summary**: · Rustenburg Girls' High School is looking for a full-time **Debtors' Clerk** to fill a vacancy in its Finance Office from 1 April 2024. · **Closing Date for Applications: Monday 18 March at 00:00** · **Minimum Requirements**: · - A formal accounting quali ...
-
iMedrecruit Cape Town, South Africa**Medical Billing Administrator and Receptionist, Cape Town (Northern Suburbs)** · Our client, a Medical Specialist based in Northern Suburbs of Cape Town, is seeking to recruit a well presented and experienced medical receptionist with billing experience. · **Requirements**: · - ...
Estate Late Administrator - Cape Town, South Africa - Rory Mackie & Associates
Description
Overview:
Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client's Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries. Instructions handled include estate late repurchases, new business investments emanating from estate late claims, additions, switches, static changes, and related estate late tax queries.
Responsibilities:
Requirements: