Level of Work*
1 - Front Line Service and Administration
Job purpose 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
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
enhance the customer service experience and contribute to a lasting relationship
enable the process which allows the effective delivery to shareholders in line with the STL strategy.
Job criticality
Operationally Critical
Estate Process
Outputs and measures*
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.
To enhance the customer experience in all dealings with current and prospective Bank customer.
To contribute to sales by identifying and escalating sales opportunities to Trust and estate planners for onward transmission to SBFC / Liberty.
To increase productivity and process flow by executing duties immediately upon being able to do so, efficiently and effectively.
To improve economic profit by contributing to the effective estate administration process enabling STL to recover their executors commission as soon as is legally possible.
To achieve ultimate conformance with the rules and regulations contained in the GRG and regulatory framework.
Monthly promises are provided to management on time and that careful thought is given to what you are planning to do.
Ensure that you do physical follow up work of the more difficult and technical issues.
As estate consultant the responsibility and accountability to ensure that this estate is administered end to end rests with you and not anybody else.
To ensure that daily / weekly filing is done
Output group 2*
Notification and Allocation
Outputs and measures*
Making contact with client to set up the initial interview and ensure that the client is informed of the documentation and information to bring to the interview.
On receipt of the estate read the Will to make sure you understand the devolution and there are no difficulties prior to contacting clients.
Output group 3*
Interview and Reporting
Outputs and measures *
Interview :
Prepare and conduct the interview with the client - completing the necessary documentation, taking / receiving the necessary copies and originals - explaining and questioning with tact and respect.
Interviews are efficiently set up and the actual interview takes place within 10 days of notification of death.
Reporting :
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.
Check if consultant''s details are loaded correctly (It affects SMSs and Pay-aways
Follow Up
Outputs and measures *
Monitor and control the follow up process by actioning the daily file reviews and diary notes.
Prepare and for rendition of income tax on E-filing and ensure sign off by executor before final submission to SARS on E-filing. (As a 
