Estate Late Administrator - Retail Investments (Lisp)

Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client's Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on related queries. Instructions handled include estate late repurchases, new business investments emanating from estate late claims, additions, switches, static changes, and related estate late tax queries.Responsibilities:Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act)Make sure all relevant business rules and compliance processes are adhered toClient Servicing: assist and resolve all queries received via telephone or email from executors, beneficiaries, independent financial advisors, and other relevant stakeholders internally and externallyManage flow of work items (queries, requests, and instructions)Follow up with the executors, brokers, and beneficiaries for outstanding documentsMaintain agreed SLA on all administrative tasksProvide clear, accurate and concise instructions to FNZ for processing of instructionsAttend scheduled training sessions and proactively request training when unsure of a certain product, process, or system informationBe professional and courteous with regards to all job functions with service excellence always being promotedPromote teamwork and respect within the team at all timesDevelop, maintain, and promote mutual harmonious relationships with both AL, Sales Teams, and Broker AssistantsDevelop, maintain, and promote a strong relationship with relevant Team Manager and Upper ManagementContribute to the ongoing development of processes and materials used by the Estate Late TeamRequirements:2 to 3 years' experience within the LISP industry with experience in estate lates and retirement productsBachelor of Law (LLB) degree or paralegal qualification (advantageous)Linked Products, Unit Trusts and Offshore Funds knowledge is essentialWorking knowledge of relevant financial services legislation is requiredProficiency in Microsoft Excel, Word and Outlook#J-18808-Ljbffr