Johannesburg, Gauteng, South Africa
1 day ago
Officer, Deceased Estates Transactional

Company Description

Standard Bank Group is a leading Africa-focused financial services group, and an innovative player on the global stage, that offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals. Our clients range from individuals, to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

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.

QualificationsMatric ,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 informationMust have 1 - 3 Years Experience with assisting Deceased Estates Customer service on calls or enquiries received from Executors of an estateDeceased estates experience preferable.Practical knowledge and understanding of the processes and policies used in the Deceased Estates area.

Additional Information

Behavioural Competencies:

Adopting Practical ApproachesArticulating InformationChallenging IdeasDeveloping ExpertiseDocumenting FactsEmbracing ChangeExamining InformationExploring PossibilitiesInteracting with PeopleTeam WorkingThinking PositivelyUpholding Standards

Technical Competencies:

Active ListeningAnalytical skills – attention to detailStrong communication skillsFinancial experienceCustomer Reception and ChannellingDifficult Calls ManagementElectronic Communications & DevicesQuery ResolutionTelephone Caller HandlingWorkflow Management
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