Estate Consulting Assistant

This role is responsible for being the first point of contact, on behalf of  our Client, for any Client or bereaved family member of a Client, who contacts us with regards to Estate Administration. The Estate Booking Agent is primarily responsible for managing the expectations of Clients, regarding their meetings with the Estate Consultants. * 24 hours to make calls from new estate group (new estate calls) * Booking Estate Consultant meetings nationally and communicating with Estate Consultants where necessary * Feedback to person/broker/BC who sent the lead through with regards to meeting booked/unable to get hold of/attempted to contact client, client not interested etc. * Managing Estate Consultant diaries for new estate meeting bookings * Feedback to manager weekly on weekly calls and appointments booked * Feedback to manager weekly of enquiries to be deactivated with valid reasons. Calling clients for booked estate meetings to follow up with the client on how the meeting went with the Estate Consultant and capturing feedback * Following up with Claims on estate calls to be made where there is a claim, and to see how far we are with the claims process * Following up on new estate calls where the client was unreachable, a minimum of 3 attempts with detailed feedback * Meeting with manager weekly/daily to discuss problematic/complicated possible new estates * Printing copies of Wills for JHB EC meetings * Basic Office skills/ Computer literate.  * Be computer literate.             * Matric certificate * Basic Office skills/ Computer literate.  * Be computer literate.             * Matric certificate