Estate Support Coordinator - SANLAM TRUST ESTATES
(2022-09)
- Inhouse allocation target = 32 new estates per month
- Continuous follow up of unallocated estates - not older than 3 months
- Timeous and accurate attendance to Lazarus matters as allocated
- Management of Admin Team / Training / Unallocated Estates
- General Office Management and reporting back to Operations Manager
- Management of renunciation fees
- Timeous and correct completion of take-in fees
- Preparation of commission for outsource estates
- Timeous Referrals to Management
- Initial Letters to clients and Intermediaries
- Continuous follow ups of unallocated estates - not older than 3 months
- Effective and Efficient use of Legalease (loading, scanning etc.)
- Efficient renunciation of estates and record keeping
- Efficient outsourcing of estates and record keeping
- Estate interviews (in person / telephonically)
- Complete and accurate completion and collection of documentation and information and loading
- Risk and Compliance Requirements
- Reconciliations and Audits (Will Audit, Legalease vs Physical files) - report back to Operations Manager
- Management of complaints, follow up and feedback
- Management of original Wills for New Estates (Receipt, safekeeping and lodging with the Master timeously)
- Compliance with policy / audit
- Accurate Management of ERT allocations
- Client Service / Intermediary Experience
- Diligent feedback to client and intermediary with intermediary report
- Client Survey
- Telephonic Queries and General Queries
- Attending to e-mail and enquiries within a reasonable period (48 hours)
- Feedback to requests to be provided timeously
- Backup for other Admin Staff
Estate Consultant Assistant - SANLAM TRUST ESTATES
(2019-04 - 2021-07)
- To assist in new reportings and intakes of new estates.
- Ensure that all relevant estate documentation is complete and accurate.
- All searches to be done to ensure the value of the estate.
- Ensure that all information are correct and input on Legalease.
- To assist and lend support to the estate administrator in fulfilling the duties involved in deceased estate administration.
- Preparing and ensuring that all 18(3) estates documentation are completed correctly.
- Reporting of the estate to the Masters office.
- Ensuring that all outsourcing estate files are completed correctly and submitted to the outsourced attorneys.
- Auditing of Wills.
- Preparing commission to the intermediaries.
- Preparing the files for finalization.
Estate Assistant - STANDARD BANK TRUST
(2013-12 - 2019-03)
- To assist and lend support to the estate administrator in fulfilling the duties involved in deceased estate administration.
- Reporting of the estate to the Masters office as well as other stakeholders.
- Placement of advertisements.
- Obtaining the written confirmation of all assets and liabilities in the estate to enable the administrator to draft the liquidation and distribution account.
- Compliance with all stakeholders' requirements to ensure timeous receipt of information.
- Ensuring that various stakeholders are in receipt of the liquidation and distribution account.
- Following up and collecting proceeds payable to the estate.
- Completion of relevant documents for the transferring of assets.
- Obtaining relevant tax information to ensure the finalization of the income tax assessment.
- Preparing the file for finalization.
Wills Custody Controller - FNB TRUST SERVICES
(2004-01 - 2013-10)
- Will Applications – Verification of daily incoming will applications from branches, financial planners and will consultants. Checking each application making sure that it is complete and concise. Liaising with the relevant will's consultants regarding any reject applications.
- Checking each application making sure that it is complete and concise.
- Liaising with the relevant will's consultants regarding any reject applications.
- Upliftment's – Attending to requests from estates department and other FNT branches for wills to be uplifted for estates purposes or transfers to another trust branch.
- Drafting fees – The verification process by which the correct clients' details [name, id no, account no branch code is verified] before sending it to the finance department we have excess to FNB'S internal system [Hogan].
- Queries – Customer service is regarded with utmost importance as this is my direct contact with our external [clients] i.e., FNB branches, financial planners, and clients themselves, internal customers, estate department, trusts, wills consultants and other countrywide FNT branches.
Staff & Admin Official (HR) - FNB TRUST SERVICES
(2004-01 - 2013-10)
- Processing internal arrangements such as travel, training sessions, and team-building events.
- Maintaining internal records, which may include preparing, issuing, and filing company documentation (e.g., sick leave, maternity leave, etc.).
- Communicating with recruiters and other external parties.
- Updating company policies and ensuring legal compliance.
- Acting as the first point of contact for all personnel queries.
- Setting up interviews and corresponding with prospective employees in a timely manner.
Receptionist - FNB TRUST SERVICES
(2004-01 - 2013-10)
- Serves visitors by greeting, welcoming, and directing them appropriately.
- Notifies company personnel of visitor arrival.
- Informs visitors by answering or referring inquiries.
- Directs visitors by maintaining employee and department directories.
- Maintains security by following procedures, monitoring logbook, and issuing visitor badges.
- Keeps a safe and clean reception area by complying with procedures, rules, and regulations.
Administrator - LAFARGE
(2003-05 - 2003-12)
- Coordinate office activities and operations to secure efficiency and compliance to company policies
- Supervise administrative staff and divide responsibilities to ensure performance.
- Manage agendas/travel arrangements/appointments etc. for the upper management.
- Manage phone calls and correspondence (e-mail, letters, packages etc.).
- Support budgeting and bookkeeping procedures.
- Create and update records and databases with personnel, financial and other data.
- Track stocks of office supplies and place orders when necessary.
- Submit timely reports and prepare presentations/proposals as assigned.
- Assist colleagues whenever necessary.
Secretary - AUTOPAX
(2002-07 - 2003-04)
- Answering calls, taking messages and handling correspondence.
- Maintaining diaries and arranging appointments.
- Typing, preparing, and collating reports.
- Filing and data capturing.
- Organising and servicing meetings (producing agendas and taking minutes).
- Prioritising workloads for the drivers.
- Implementing new procedures and administrative systems.
- Liaising with relevant organisations and clients.
- Logging or processing bills or expenses.
- Liaise with financial department regarding collection of cheques.
Head Teller - ABSA BANK
(1999-02 - 2002-06)
- Head Teller – Receiving and double check deposit slips, money, and all related documents.
- Double check account numbers, reference number and verify the amount of cash versus the amount written on the deposit slip.
- Capture deposit slip on the system and confirm that the information is 100% correct.
- Cash withdrawals, receiving of cash withdrawal slips, cash cheques and all supporting documents prepare the amount requested, double check all related documents and verify the amount requested with the customer.
- Balance all cash received and pay it over to treasury, verify that all cash and related documents balance.
- Order, receive and verify cash from treasury for all withdrawals for the day
- Treasury Custodian – Receive all the cash from the tellers verify and confirm the quantities and that it balances hundred percent.
