Admin Clerk Wills Control Centre Jobs

Job Description

Data Capturing

• Receive new and revised wills from delivery services, clients, and accurately capture details into the Absa Trust system to create or update customer records.
• Process written cancellation requests from customers by updating the system to delete their records.
• Handle notifications of deceased estates or will cancellations from the National Deceased Estates Department or Government Gazette by removing the relevant records.
• Migrate old customer records from the legacy Magic database to the new Wills Filing system.
• Perform identity checks on both systems to identify duplicate wills for the same customer and merge records as needed.

Preparation of Letters

• Draft standard confirmation letters to customers for will cancellations.
• Generate automated correspondence to confirm receipt and storage of clients’ wills.
• Send SMS or email requests for additional information when needed, such as for joint wills requiring dual signatures.
• Prepare letters to Absa Trust Deceased Estate Branches, attaching original wills if there’s uncertainty about the latest version, to report estates to the Master of the High Court.
• Draft letters directly to the Master of the High Court with original wills when a more recent version is confirmed.

Customer Service

• Resolve telephone queries from the Wills Safe Custody helpline and Action Line efficiently and professionally.
• Communicate with the Master’s Office or attorneys by phone to verify original will dates and determine Absa Trust’s role as executor.

Compliance to Legislative Requirements

• Complete all mandatory compliance and legislation training on time as required by Absa Risk.
• Stay updated on the Wills Act through self-study.
• Follow Absa’s policies on environmental health and safety, information security, records management, money laundering, and sanctions. Non-compliance may result in disciplinary action.
• Support governance activities, including tracking and reporting on objectives and team development.