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Network Power<100 people
Roles
🧨100%
Consulting
Geos
🇳🇱100%
Netherlands
Work Background
Myriad Capital SACo-Founder
Jan. 2023South Africa · RemoteCapital Raising, M&A, Business related services
RippleLeaf SAFounder
Jan. 2023South Africa · RemoteMedical Cannabis/Hemp
Evoque IncFounder
Jul. 2014Full administration of estates or services offered in the estate administration process. Wills, Trusts and Estate Planning are offered as additional services to clients as well.
Sanlam Trust LimitedSenior Estate Administrator/Office Manager
Dec. 2010 - Jun. 2014Johannesburg Area, South Africa• Responsible for the administration of estates
• Interpreting the will and planning the estate administration process in terms of relevant legislation. • Protect the interest of the heirs.
• Guidance and training to the Estate Administrators Assistant and Junior Estate Administrator
• Capture new estates on the system in absence of the assistant
• Report the estate to the Master of the High Court as prescribed
• Obtain information from Financial Institutions, Investment /Insurance companies and all other Companies/Institutions connected with the deceased .
• Obtain valuation of immovable and movable assets
• Communication with clients / beneficiaries and profit partners.
• Evaluate claims and settlements. Ensure payment of claims in terms of Sanlam Trusts policy.
• Drafting of Liquidation and Distribution Accounts in terms of the Estate Act Regulations
• Procuring transfer documentation of movable assets, e.g. shares, vehicles and firearms in absence of the assistant
• Communicating with auditors and attorneys where applicable
• Completing the Final Income Tax Return including the Final CGT and VAT returns
• Drafting of Final Capital Statements.
• Meeting outstanding requirements of the Masters Office
• General office administration, e.g. typing and filing of all correspondence in absence of the assistant
• Providing leads to intermediaries
First National Trust ServicesIndependent Estate Administrator
Jan. 2008 - Nov. 2010
BOE Pty Ltd (Old Mutual Trust Limited)Employee Benefit Trust Consultant
Dec. 2006 - May. 2007To maintain and retain the existing client base through proactively liaising with, Settlors or their representatives i.e. Pension Fund Principals, Trustees, EB Administrators etc; and to substantively grow the current book through active marketing and presentations to potential clients.
1. Preparing and delivering marketing plan in line with the strategies of the organisation.
2. Building customer loyalty, brand awareness and maintaining relationships as agreed in the marketing plan through:
• Regular on-going communication and reporting with key stakeholders i.e. Settlors of trusts, Pension Fund Principals and Trustees, Brokers and Intermediaries
• Dealing effectively with queries raised by PF Principals and other stakeholders
• Attendance at Trustee meetings where required by PF Principals and other stakeholders
• Providing training to Trustees/PF Principals where required on Employee Benefit Administration and relevant compliance 3. Proactively growing the business in accordance with set targets. This to be done through:
• Building of relationships with OMEB Account Executives in order to secure future business
• Presentations to Pension Fund Trustees, Account Executives, and Intermediaries
• Proactively seeking new opportunities to obtain business from other companies not necessarily serviced by OMEB. 4. Drafting and Scrutinising trust documents and ensuring the necessary processes and controls are in place as agreed with the Settlors.
5. Cross Selling Group products where possible in order to achieve profitability targets.
6. General administration and compliance with all its terms and conditions, including monthly management reporting and trustee minutes.
Absa Trust LimitedEstate Administrator
Nov. 2005 - Nov. 2006The Eike Building, Corner Monument Road and Long Street, Kempton ParkThe prompt professional administration of deceased estates in team context 1. To analyse estate information and formulate action plans.
2. To check administrative tasks and to delegate to support staff. 3. To maintain constant client contact in sensitive manner.
4. To handle progress reports to interested parties.
5. To ensure statutory and company requirements are met in respect of the administrative process.
6. To achieve pre-set/contracted objectives and norms (production) monthly.
7. To maintain quality standards continuously
8. Building interpersonal relations
• Planning & Organising
• Quality Orientation
• Problem solving & Analysis
• Cross-functional awareness
• Results focused
• Flexibility
Standard Executors & TrusteesTrust Officer – Estates
Sep. 2004 - Oct. 2005RosebankAdministration and liquidation of deceased estates.
1. Rendering an efficient and cost effective service in the liquidation of a Section of deceased estates and supporting the Management in attaining the objectives set down for the Branch, linking this at all possible time to the promotion of banking and ancillary business within the Group. 2. Liquidation of section of deceased estates on an independent basis
3. Attainment of all targets set 4. Liaison with internal: management, personal assistants, estate processing department and other trust officers; external: beneficiaries, conveyancers, banking branches, stockbrokers, Master of the High Court, auctioneers, receiver of revenue, appraisers, SBFC and Trust department. 5. Regular contact with clients, immediate response to all client requirements, minimise of complaints, courteous and efficient service, write monthly progress reports to clients. 6. Influence co-workers to practise and promote teamwork 7. Secure Wills and Leads to SBFC 8. Reporting estates, attending to tax returns, lodging liquidation and distribution accounts, handling sundry matters and overdue estates in the minimum amount of time. 9. Action reports by agreed time. 10. Adhere to compliance procedures.
Standard Bank Home Loans, Credit Control – LegalLegal Officer - Deceased Estates
Jul. 2002 - Sep. 2004Johannesburg Area, South AfricaAdministrating of and collecting on deceased estates home loans, and normalising or closing the bond account.
RoshconAdministration Assistant and Assistant Junior Debtors Clerk
Nov. 1999 - Jul. 2002RoshervilleReceptionist, Switchboard Operator (Siemens Hicom-150; 19 Lines and +/-99 extensions), Filing especially creditors and debtors invoices, Typing and General Office Work including assisting with Creditor’s Queries and Payment Preparations, Debtor’s Recons and Data (Invoice) Capturing, assisting with queries and allocations for debtors, preparing statements and insurance claims
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