Estate Late Claims Specialist

Ninety One; Cape Town; On-site; ZAR 320,000 - 440,000; Full time

Job summary

Ninety One is seeking an Estate Late Administrator to support the administration of death claims on investment products and to service stakeholders including executors and beneficiaries. The role emphasizes accuracy, compliance and strong client service in a fast-paced environment.

Ideal candidates have 2–3 years of relevant experience, with a preference for those with death claims exposure, and a solid background in financial services. This is a full-time position based in Cape Town.

Qualifications

• 2–3 years relevant experience, preferably in death claims.
• Degree/diploma in Finance/Business (advantage).
• Financial Services experience in Asset Management, Retirement Funds and Unit Trust Offshore experience – advantage.
• Client Service Experience.
• Computer literate – Microsoft packages, Excel (intermediate), Word and Outlook.

Responsibilities

• Administer estate late cases in line with current legislation (including Deceased Estates Act, Pension Fund Act, Long Term Insurance Act, and Income Tax Act).
• Ensure all relevant business rules and compliance processes are adhered to.
• Client servicing: assist and resolve all queries via telephone or email from executors, beneficiaries, independent financial advisors, and other stakeholders.
• Manage flow of work items (indexing, queries, requests, and instructions).
• Follow up with executors, brokers, and beneficiaries for outstanding documents.
• Maintain agreed SLA on all administrative tasks.
• Provide clear, accurate and concise instructions to FNZ for processing of instructions.
• Attend scheduled training sessions and proactively request training when unsure of a certain product, process, or system information.
• Be professional and courteous with regards to all job functions with service excellence always being promoted.
• Promote teamwork and respect within the team at all times.
• Develop, maintain, and promote mutual harmonious relationships with Servicing teams, Sales teams, and broker assistants.
• Develop, maintain, and promote a strong relationship with relevant Team Manager and Upper Management.
• Contribute to the ongoing development of processes and materials used by the Estate Late team.

Skills

Relationship building

Client service orientation

Communication skills

Team collaboration

Education

Degree or diploma in Finance/Business (advantage)

Tools

Microsoft Office

Excel (intermediate)

Word & Outlook

Job description

Ninety One is seeking an Estate Late Administrator to support the administration of death claims on investment products and to service stakeholders including executors and beneficiaries. The role emphasizes accuracy, compliance and strong client service in a fast-paced environment.

Ideal candidates have 2–3 years of relevant experience, with a preference for those with death claims exposure, and a solid background in financial services. This is a full-time position based in Cape Town.