Clerk: Wills Enquiry (Trust) at Absa South Africa

Job Description

Accountability: Dispatching of Original Wills

• Receive email from the Deceased Estate Branch informing of the deceased estate.
• Send a request to the Filing Clerk WCC (Trust) to locate and extract the relevant customer file.
• On receipt of the customer file from filing clerk, do an identity check on the Magic/Chameleon system (Absa Trust system) to determine if there are more than one Will for the same customer in various filing locations.
• Identify and resolve problems with the relevant Deceased Estate branches e.g. (verify identity numbers of customers with the same surname).
• Keep records of Original Wills being sent to the Deceased Estate Branches.
• Make a copy of the Original Will and place in customer file for record purposes.
• Courier the Original Will to the relevant Deceased Estate Branch that requested it.
•  Update the Chameleon/Magic system to reflect the withdrawal of the Original Will.
• On receipt of telephonic or written request from the customers/Bank, send copies of Wills to them via fax, email or post.

Accountability: Compliance to legislative requirements

• Complete all compulsory compliance and legislation training within the required time-frames as prescribed by Absa Risk.
• Update knowledge and understanding of the Wills Act, by self-study.
• Adhere to risk and compliance policies in terms of Environmental Health and Safety, Information Security, Records
• Management and Money Laundering, Sanctions etc. Non-adherence to Absa's Policy & Procedures may lead to disciplinary action

Education

• Bachelor`s Degrees and Advanced Diplomas: Business, Commerce and Management Studies (Required)