Estates Officer

To manage and administer a section of estates (end to end process) and is aligned to the specific requirements of the:

• STL strategy and vision
• Group Reference Guide
• legislation, as well as
• the values and ethics underpinning all staff within the organisation.

Effective execution of the job role will:

• ensure that the process complies with internal and external regulatory frameworks
• contribute to efficient and effective systems and processes
• Preparing, actioning and monitoring the reporting of the estate to all stakeholders in order to execute the end to end process.
• Estates are reported within 5 days of the initial interview and acceptance of trust and all letters and information to be sent out within 10 days of the initial interview.
• Estates to be fully and effectively reported according to GRG requirements.
• Ensure that the estates assets are adequately insured to eliminate risks for heirs and STL.
• enhance the customer service experience and contribute to a lasting relationship with the organisation.
• enable the process which allows the effective delivery to shareholders in line with the STL strategy.
• Ensure that the end to end process is driven by milestones.
• Ensure that you communicate with all heirs in writing on attaining each milestone and/or a monthly basis giving them an update on the status of the estate.
• To improve quality relationships as a core function of the job as it pertains to internal and external stakeholders.
• To reduce operating costs efficiently as is possible given the situational dynamics and the prevailing process.

Requirements:

• Diploma / Degree in Administration of Deceased Estates