Estates Officer

 

Recruiter:

Isilumko Staffing (JHB)

Job Ref:

4126867987

Date posted:

Wednesday, April 6, 2022

Location:

Johannesburg, South Africa


SUMMARY:
-

JOB DESCRIPTION:

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

 


 

 

 

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