Administrator: Wills (Trust and Estates)

Description

• Responsible for the compilation, execution and safe keeping of Wills in line with the Bank’s policies, procedures and regulations of the Wills Act 7 of 1953
• To ensure that stakeholders receive the service that exceeds expectation
• To invest additional and forward-thinking goals which align with the unit’s existing standard to grow next level in terms of the drafting and delivering of customers’ Last Wills
• (SP4)

Duties

• Drafting of Wills, Codicils and Testamentary clauses within the frame of the applicable legislation
• Control expenditure and identify process improvements to contain and reduce costs
• Creates solutions to meet customer demands
• Deliver internal and external customer service excellence through adherence to quality service standards
• Build working relationships across teams and functional lines to enhance work delivery, collaboration, and innovation
• Manages risks in own area of responsibility
• Compile statistics in respect of Wills
• Source and grow clients by partnering with Relationship Managers, Wealth
• Managers other stakeholders to attain fiduciary services business
• Source and grow high net-worth clients by partnering with Relationship Manager, Wealth Managers and other internal stakeholders to attain fiduciary services business
• Maintenance of expert knowledge on specific products, pricing, application procedure, processing and timelines in order to drive and achieve relevant sales targets
• Market and sell Estate Plans, putting in recommendation as per the client’s interest and needs
• Provide Training, Presentations to other business units to increase awareness of our offering and products, value propositions
• Manage end to end processes effectively and ensure legality checks are completed as per the company policy
• Reporting of Estates:
• Provide guidance to all stakeholders regarding the reporting documentation and process of estates
• Office Administration:
• Statistics and record keeping of Wills as requested by Manager
• Keeping/preparing of minutes of office meetings
• Stationary orders
• IT calls
• Attendance register
• Reconciliation of office accounts / Petty cash / Fuel account
• Record keeping of Archived records

Requisites

• Qualifications:
• Matric (Grade 12)
• Advanced Diploma Banking / Fiduciary services
• Knowledge of relevant legislation applicable to trust and estates
• Experience/Knowledge & Skills:
• Self-confident and interpersonal skills
• 5 years Wills administration
• Computer literate: (MS Word & Excel)
• Analytical and technical skills
• Product knowledge
• Proficiency in English
• Core Comptencies:
• Customer focus
• Quality conscious
• Communicating orally /written
• Interpersonal sensitivity
• Teamwork
• Reliability
• Assertive
• Planning and organising skills
• Resilience

Notes

• Only shortlisted applicants will be contacted