SUMMARY:
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POSITION INFO:
Job Description
The successful candidate will be responsible for the accurate, diligent, and timely processing of instructions related to Estate Late accounts. This includes officiating payments to beneficiaries and estate bank accounts, facilitating transfers to investment products such as Life Inflows, Discretionary Unit Trusts, and Offshore portfolios. The role also involves servicing stakeholders such as beneficiaries, executors, and financial advisers by sending payment confirmations and addressing related queries.
A strong emphasis will be placed on applying product, technical, and business knowledge to manage cases effectively, exercise sound judgment, and mitigate potential risks. The role requires cross-team collaboration within Death Operations to ensure efficient processing, operational cohesion, and a positive working environment.
Key Responsibilities
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Validate instructions, FICA requirements, and death-related documents.
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Perform due diligence on documentation and stakeholders (beneficiaries, executors, financial advisers).
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Capture payments across retail investment products using internal systems.
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Apply for tax directives.
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Initiate foreign exchange payments (BOP process).
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Process refunds and validate new investments (KEY clients).
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Issue payment confirmations and respond to queries.
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Liaise with external management companies for transfers.
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Support ad hoc departmental projects.
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Assist with Deemed Disposal Requests and post-death certificates.
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Finalise death claims and ensure accounts are fully settled.
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Manage workflow queues effectively to ensure follow-ups and payments are completed timeously.
Requirements
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Minimum of 2 years’ experience in the investment/financial services industry in a similar role.
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Experience in death claims processing will be advantageous.
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Strong interest in developing knowledge across:
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Life, Retirement, and Discretionary Products.
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Core systems and reporting tools (Siebel, Flex, Appian, SSRS Reports, Central Park, etc.).
Competencies
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Strong case management skills (planning, organising, scheduling, queue management).
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Ability to work under pressure with high levels of accuracy.
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Excellent verbal and written communication skills.
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Ability to work collaboratively as part of a team and independently.
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Self-motivated, disciplined, and accountable.
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Strong problem-solving, judgement, and decision-making ability.
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Exceptional attention to detail and methodical work ethic.
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Strong time management skills.
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Trustworthy, diligent, and reliable.
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Effective knowledge management and documentation skills.
