Clerk: Wills Enquiry (Trust) FTC - Randburg at Absa South Africa

Job Summary

• To dispatch original wills to the relevant Deceased Estate Branches and Attorneys to ensure that the Deceased Estate is reported to the Master of the High Court.

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 Imsp, Magic /Filing 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 (Records are save on an Absa Trust share drive)
• Scan and capture copy of the Original Will and save on the share drive for record purposes.
• Courier the Original Will to the relevant Deceased Estate Branch and Attorneys that requested it.
• Update the Filing/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 and Experience Required

• Grade 12 or equivalent NQF qualification
• 1 year experience in an administrative environment
• 1 year experience in the Fiduciary experience is preferred