TRAFFIC
Gauteng
Estate Onboarding & Client Experience Specialist
Capital Legacy group
Job Description
- Obtaining 10 Letters of Executorship (LOE) per month.
- In new estates meetings, explain the estates process, timeframes and costs to families/next of kin/beneficiaries and brokers.
- Ensure the quality of onboarding is in line with our standards as set out in the H2W and done within our business durations.
- Communicate with families/next of kin/beneficiaries and brokers, keeping them well informed during estate onboarding.
- Ensure that all active enquiries that will not be converted to an estate are deactivated within our business durations, and instruction sent to ECA to action.
- Ensure that renunciations are dealt with as per our business process - telephone discussion with beneficiaries and broker, sending of terms letter and follow-ups if terms letter expires.
- Actively drive cash shortfalls and put beneficiaries on terms, where necessary.
- Follow up on outstanding requirements so that estate can be onboarded successfully.
- Expanding your knowledge with regard to basic deceased estate processes.
- Ensure that joint (EC/EP) L&D meetings are booked timeously and held with all beneficiaries once the L&D has passed QA.
- Work effectively with teams by sharing knowledge and supporting team members.
- Manage diary and time management effectively.
- Work closely with Estate Practitioners and provide support when necessary.
- Identify issues early on in the estate administration journey to mitigate risk and have acceptable control, for example of shortfalls and complaints.
- Matric
- Own reliable vehicle and valid driver's licence
- Legal, fiduciary or trust background (essential)
- Industry-related degree or diploma (preferred)
- Minimum 1-5 years' experience in independently managing a portfolio of estates
- Highly organised with a outstanding level of client-centricity
- Work independently to expand knowledge, needing little management
- Team player
- Empathetic, friendly, professional and accountable
- Assertive yet compassionate
- Ability to perform well under pressure.
- Mature, confident, and resilient
- Excellent listening and communication skills
About This Role
Career insights for Brokerage Clerks positions
Salary Benchmark
R19,766/month
R14,553 to
R26,730/month
Source: WageIndicator ZAR data
Key Skills for This Role
Active Listening
Speaking
Reading Comprehension
Time Management
Critical Thinking
Common Technologies
Adobe Creative Cloud software
Adobe Illustrator
Adobe Photoshop
Microsoft PowerPoint
HEAT Software GoldMine
Royal Alliance VISION2020 Core
Salesforce software
Microsoft Access
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