Estates Administrator - FirstRand Bank

eg. Accountant or Accounting or Kempinski



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Job Description: Responsibilities, Qualifications, and Necessary Skills





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purpose

To ensure that deceased estates are onboarded, administered and finalised professionally, efficiently and effectively in terms of the Administration of Estates Act 66 of 1965 and other applicable legislation

responsibilities

  • Complete the full end-to-end estate management process, independently and in collaboration with internal and external stakeholders
  • Continuously assess own performance, seek timely and clear feedback and request training where appropriate
  • Comply with relevant statutory, legislative, policy and governance requirements and adhere to processes and procedures related to the area of specialisation
  • Build and maintain stakeholder relationships
  • Deliver internal and external customer service excellence through adherence to quality service standards
  • Act responsibly with work-related resources to contribute to cost containment
  • Identify new business opportunities and create leads, for both the Fiduciary and Firstrand
  • Ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets
  • Use reports to assess estate progress in preventing losses and litigation, of estates


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experience and qualifications

  • Minimum Qualification: 3-year Degree or qualification in the Legal field
  • Experience: 3 years of related experience

additional requirements

In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.

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