
Website FirstRand
Job Description:
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
Job 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 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
Job Requirements:
- Knowledge of Estate Administration
- Estate Tax Administration
- Estate Operational Administration
- Income Tax Act
- Estates Duty Act
- Experience in Estate Administration and or currently studying in the field of Deceased Estate
- Administration or willingness to study further in Estate Administration
- Provide day-to-day administration functions to the Estate Administrators In accordance with National Credit Act (NCA) candidates applying for this role will require a credit record check.
Job Details:
Company: FirstRand
Vacancy Type: Full Time
Job Location: Eastern Cape
Application Deadline: N/A
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