Administrator

at Standard Bank
Location Johannesburg, South Africa
Date Posted Sep 15, 2020
Category Banking Jobs
Job Type Full-time

Description

  • To support Estate Management and the Team Leader, Administrator in the end-to-end administration process of deceased estates aligned to the specific requirements of the:
    • STL Strategy and vision
    • Customer value proposition
    • Business plan
    • Group Reference Guide
    • Legislation, as well as
    • The values and ethics underpinning all staff within Standard Bank.
    Effective execution of the job role will:
    • Ensure that the process complies with internal and external regulatory frameworks
    • Contribute to efficient and effective systems and processes.
    • Enhance the customer services experience and contribute to a lasting relationship with the Standard Bank group.

     

    Key Responsibilities/Accountabilities

     

    • To enhance the customer experience in all dealings with current and prospective bank customers.

    Compliance Checks
    • Experian
    • BDS
    • Astute
    • Stop Account Activity
    • EDC Invoice
    • Will Request
    • Introducer (Chameleon)
    • To increase productivity and smooth process flow by executing duties efficiently and effectively.
    • Accurate capturing of information is essential.
    • To achieve ultimate conformance with the rules and regulations contained in the GRG and regulatory framework.

    Deceased Information
    • Population Group
    • Anti-nuptial contract request
    • Will copy (SBImage)
    • Windeed Evaluation
    • Date of Death
    • Updating Consultant Code
    • Update beneficiary Contact details
    • Heirs contact details
    • To increase productivity and smooth process flow by executing duties efficiently and effectively.
    • Accurate capturing of information is essential.
    • To achieve ultimate conformance with the rules and regulations contained in the GRG and regulatory framework.

    Legalease Capturing
    • Capture deceased’s personal information.
    • Load all assets

    • Motor vehicle
    • Investments
    • Bank accounts
    • Policies
    • Heirs details
    • Surviving spouse’s details, etc.

    • To increase productivity and smooth process flow by executing duties efficiently and effectively.
    • Accurate capturing of information is essential.
    • To achieve ultimate conformance with the rules and regulations contained in the GRG and regulatory framework.

    Renunciations
    • With management approval, renounce the estate, lodge the original Will with the relevant Master and collect the appropriate fee
    • Within 1 (one) working day of the estate being allocated to you, contact the family
    • Within 5 (five) working days, attend to the renunciation.
    • Later Wills and CIF report
    • Receive and timeously process all later Wills under instructions from the estate’s manager
    • Keep comprehensive notes on Legalease of all contact with interested parties.
    • Opening an estate

    Customer Centricity
    • Provide uncompromising customer service
    • Respond to e-mails within 24 hours
    • Reply to telephone calls on the same day.
    • Capture customer complaints and queries on Customer 1st and provide the client with the reference number.
    • Escalate customer complaints to relevant parties.

     

    Preferred Qualification and Experience

     

    Qualifications

    • Minimum Matric or equivalent (essential)
    • Diploma in Administration of Deceased Estates (preferred)

    Experience

    • 1-2 Years previous experience in a legal, trust company or financial environment

     

    Knowledge/Technical Skills/Expertise

     

    Estates

    • Executes tasks within the agreed timelines.

    Customer Service / Sales

    • Basic overall knowledge and understanding of client service philosophy and techniques
    • Providing service in defined customer interactions
    • To handle basic client interactions, with focus on understanding and meeting customer needs and expectations

    Information Technology

    • Intermediate skill in Microsoft Office (Word, Excel, Outlook)
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