Senior Estate Specialist

-Introduction

Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.
Role Purpose
To assist in the holistic and full administration process relating to deceased estate matters in terms of relevant legislation and specifically to the Administration of Estates Act.
Requirements

• 3-5 years in legal /estates/fiduciary environment
• Previous experience working on Legalease (preferable)
• Matric Certificate/ Grade 12 Qualification
• Certificate in Income tax,
• Certificate in Estates and Trust administration,
• Specific licensing or registration Fiduciary Practitioner of South Africa (FPSA)
• Planning and organising skills
• Interpersonal skills
• Attention to detail Good communication skills (written and verbal) ,
• Knowledge of Microsoft Office
• Knowledge of administrative procedures and systems
• Knowledge of relevant software and systems knowledge
• Knowledge of business principles
• Knowledge of business terms and definitions
• Knowledge of governance, risk and controls
• Knowledge of tax and tax administration
  Duties & Responsibilities
• Internal Process Report the estate to the Masters office as well as other stakeholders.
• Place advertisements to gain exposure of estate services.
• Obtain the written confirmation of all assets and liabilities in the estate to enable the administrator to draft the liquidation and distribution account.
• Comply with all stakeholders’ requirements to ensure timeous receipt of information
• Ensure that various stakeholders are in receipt of the liquidation and distribution account.
• Follow up and collecting proceeds payable to the estate.
• Complete relevant documents for the transferring of assets.
• Obtain relevant tax certificates to ensure the finalization of the income tax assessment.
• Prepare the file for finalization.
• Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems Client Service Provide authoritative, expertise and advice to clients and stakeholders.
• Build and maintain relationships with clients and internal and external stakeholders.
• Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
• Make recommendations to improve client service and fair treatment of clients within area of responsibility.
• Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service.
• People Develop and maintain productive and collaborative working relationships with peers, clients and stakeholders.
• Positively influence and participate in change initiatives.
• Continuously develop own expertise in terms of professional, industry and legislation knowledge.
• Contribute to continuous innovation through the development, sharing and implementation of new ideas.
• Take ownership for driving career development.
• Effectively manage time and ensure optimal productivity.
• Ensure technical product and legislative knowledge is always current in order to propose the most relevant and innovative client solutions and comply with governance requirements.
• Be self-confident, self-motivated and relentlessly pursue targets and goals.
• Live the Momentum values of Accountability, Diversity, Excellence, Integrity, Innovation and Teamwork in all interactions.
• Finance Identify solutions to enhance cost effectiveness and increase operational efficiency.
• Manage financial and other company resources under your control with due respect. Provide input into the risk identification processes and communicate recommendations in the appropriate forum.
  Competencies
• Examine, analyse and process information
• Strive to find solutions to problem
• The Ability to disassociate factual death from the process that needs to unfold and get resolved.
• The Ability to be supportive but ensure due legal and accounting process is applied.
• Ability to solve for complex financial legal and accounting outcomes in a constructive inclusive and positive manner.
• Internal drive and determination to see the matters through to finality over extended periods of time, and to meet the process timeframes.
• Policy

We are committed to Employment Equity, diversity and inclusion when recruiting internally and externally. All appointments are made in alignment to our Employment Equity goals and we encourage people with disabilities to apply.