Estate Consultant (Jhb)

Roles and responsibilities

• 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.

Requirements

• 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
• Computer literacy

Key skills

• Highly organised with a outstanding level of client-centricity
• Attention to detail
• Good reporting skills
• Work independently to expand knowledge, needing little management
• Team player

Personal attributes

• Empathetic, friendly, professional and accountable
• Assertive yet compassionate
• Ability to perform well under pressure
• Mature, confident, and resilient
• Excellent listening and communication skills

Remuneration

Market related