Officer, Estates
HR Genie
Johannesburg Metro, South Africa
6h ago
source : Job Placements

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
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