Estates Administrator

Role Purpose

The Estate Administrator will be responsible for winding up the decease estates.

Requirements

Qualifications:

• Relevant legal or commerce degree (required)
• Additional qualifications relevant to estate and trust administration (advantageous)
• FISA Membership (advantageous)

Experience

• Minimum 3 years experience working with estate administration
• Tax knowledge is a critical element.

Duties and Responsibilities

Internal Processes: Estate Administration:

• Administer Estates from the take on process to the distribution process until filed on record - ensuring all relevant Legislation in the Fiduciary space, as applicable to the matter, is complied with.
• Meet turnover standards
• Meet communication requirements as set out in the communication framework.
• Adopt a proactive stance on administering the estate.
• Measure such outcomes relating to the take up of Momentum products.
• Setting up the reporting framework to manage the Estate administration process for:
• Client preliminary interview and ongoing reporting at predetermined and ad hoc interval
• Leverage Broker involvement throughout the process to ensure Inheritance reinvested via Momentum where possible
• Masters Office and SARS engagement process

Administration Of

• Multiple tiered Estate administration process from Pure outsourced (under SLA) to actually doing the Estate administration work in-house.
• Provide all reporting including financials and turnaround times to pre agreed benchmarks

Client

• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Build and maintain relationships with internal and external stakeholders
• Participate and contribute to a culture of work and client centric thinking, productivity, service delivery and quality management
• Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
• Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
• Build and maintain relationships with clients and internal and external stakeholders
• Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
• Make recommendations to improve client service and fair treatment of clients within area of responsibility

People

• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
• Develop and maintain productive and collaborative working relationships with peers and stakeholders
• Positively influence and participate in change initiatives
• Continuously develop own expertise in terms of professional, industry and legislation knowledge
• Contribute to continuous innovation through the development, sharing and implementation of new ideas
• Take ownership for driving career development