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Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.
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 successful...