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Estate Officer

National Acclaimed financial services Fiduciary department requires adaptive and innovative professional to administer a portfolio of deceased estates and effectively interface with intermediaries, beneficiaries and other divisions within the Conglomerate. This position will be Port Elizabeth Based Key to this position is * Excellent client service including regular effective communication * administration of Portfolio of deceased estates 0 full regulatory compliance * Application of official houseview * Maintaining a professional relationship with beneficiaties etc. * marketing of services, seeking new business and referring lead to relevant divisions * Exceed turnover as agreed in Balanced Scorecard
5 yrs Deceased Estates experience either commercial or financial B.Comm, CAIB, LLB - completed articles or CFP qualification Fiduciary experience will be advantageous Ability to Liase Fluently in Xhosa will receive preference
Are you a driven communicator with good business acumen, wanting to contribute to the bottom line, Please contact Yolanda @ City Placements for service excellence 041 365 0430 / yolanda@cityplacements.co.za We Endeavour to contact all our candidates timeously to inform them of the outcome of their application. However, should you not receive any response from us regarding your application within the next week, please consider your application unsuccessful

Reference :

YVPE

Contract type :

Permanent Employment

Experience :

5 to 10 Years

Studies level :

Degree

Working place :

Port Elizabeth

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