Officer, Deceased Estates Transactional
Officer, Deceased Estates Transactional
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
To provide a general administrative and fulfilment function for Affluent Express Private and Prestige/Executive Clients. To provide an account maintenance and investment roll-overs service including general portfolio management administration.
Qualifications :
- Matric Diploma or Degree in Business Commerce
Experience Required
- Ability to verify documentation account details and compliance requirements accurately.
- Identifying and resolving discrepancies or anomalies.
- Experience in administrative functions retrieval of statements drafting of letters containing financial information
- Must have 1 - 3 Years Experience with assisting Deceased Estates Customer service on calls or enquiries received from Executors of an estate
- Deceased estates experience preferable.
- Practical knowledge and understanding of the processes and policies used in the Deceased Estates area.
Additional Information :
Behavioural Competencies:
- Adopting Practical Approaches
- Articulating Information
- Challenging Ideas
- Developing Expertise
- Documenting Facts
- Embracing Change
- Examining Information
- Exploring Possibilities
- Interacting with People
- Team Working
- Thinking Positively
- Upholding Standards
Technical Competencies:
- Active Listening
- Analytical skills attention to detail
- Strong communication skills
- Financial experience
- Customer Reception and Channelling
- Difficult Calls Management
- Electronic Communications & Devices
- Query Resolution
- Telephone Caller Handling
- Workflow Management
Remote Work :
No
Employment Type :
Contract
Employment Type
Contract
