Apply for Job

Deceased Estate Administrator

Vacancy Details

Reference No.

LN

Synopsis

A financial services provider is seeking to employ a Deceased Estate Administrator. The Administrators will be responsible for all Admin functions and play a supporting role for collectors in terms of general administration.

Description

Key Responsibilities/Accountabilities

Operational Effectiveness

  • Government/Green Gazette need to be extracted and actioned on a weekly basis
  • Death notifications received from Branch, EDC’s, personal e-mail, Courier Services, trustees, attorneys, executors and any others stakeholders needs to be uploaded to the system and actioned according to requirements
  • Ensure all accounts are reflecting on the workflow system
  • Checks for collateral
  • Verify all documents
  • Follow up on any outstanding documents by means of a telephone call followed up by an e-mail
  • Confirm the deceased status by ensuring that there is Death Certificate
  • Do necessary checks for companies and individuals before processing the documentation
  • Capture the date of death on receipt of a valid Death Certificate in order to raise provision (relegate/write off)
  • Refer account to a tracer where required
  • Update all systems with relevant details
  • Upload all relevant documents to the system
  • Stop all debits, no charge on the account
  • Prepare claim and collate all required documents and forward to Insurance company, Executor, family and Letter of Authority
  • Requests and updates assessment report (L&D) for the assets forming part of the estate
  • Follow up on claim payout
  • Attend to refunds
  • Attend to the all write-off’s
  • Attend to any ad-hoc function that may arise
  • Ensures that the age of the book is in line with the required time value of money and scorecard set
  • Meet set Departmental Targets
  • Ensures that adequate records are kept of all statistics within one’s portfolio
  • Ensure all accounts are actioned within required SLA
  • Build relationship with the Deceased Master of the High Court, Executor, Attorneys and all other stakeholders

Requirements

Qualification and Experience

Matric/Diploma

Experience  1-2 years’ experience in legal / collection environment

Technical Computer literacy (MSOffice, Hogan, Swordfish,)

Planning and time management skills

Understands Insolvencies

Position Type

Contract 6 - 9 months

Work Level

Skilled

Salary

Market Related

Industry

Banking/Finance And Investment

Salary Type

Monthly

Package

Cost To Company

Affirmative Action

No

Geographic Location

Gauteng