Key Responsibilities:Administer estate late cases in line with current legislation (including administration of Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act)Make sure all relevant business rules and compliance processes must be adhered toClient Servicing: assist and resolve all queries received via telephone or email from executors, beneficiaries, independent financial advisors, and other relevant stakeholders internally and externallyManage flow of work items (queries, requests, and instructions)Follow up with the executors, brokers, and beneficiaries for outstanding documentsMaintain agreed SLA on all administrative tasksProvide clear, accurate and concise instructions for processing of instructionsAttend scheduled training sessions and proactively request training when unsure of a certain product, process, or system informationBe professional and courteous with regards to all job functions with service excellence always being promotedPromote teamwork and respect within the team at all timeDevelop, maintain, and promote mutual harmonious relationships with both AL, Sales teams, and broker assistantsDevelop, maintain, and promote a strong relationship with relevant Team Manager and Upper ManagementContribute to the ongoing development of processes and materials used by the Estate Late teamQualifications and Experience:2 to 3 years experience within the LISP industry with experience in retirement products and estate latesLinked Products, Unit Trusts and Offshore Funds knowledge is essentialWorking knowledge of relevant financial services legislation requiredMatricStudying towards Bachelor of Law degree or paralegal qualification is advantageousProficiency in Microsoft Excel, Word, and OutlookThe ability to build and maintain meaningful relationshipsThe ability to approach and own and continuously look for opportunities to developDriven by resultsA client focused and collaborative approach