Trust Case Administrator - Pretoria
Minimum Requirements
Roles and Responsibilities
Closing Date:
Submissions for this vacancy will close on 04 June 2024, however, you will still have the opportunity to submit your CV for this position till 21 June 2024.
Please Note:
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost to get back to each applicant. However, should your application be successful, we will be in contact with you. If you do not hear from us within two weeks of application, please consider your application unsuccessful. We are recruitment specialists and will keep your details on our database for possible future opportunities.
PoPI Act:
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that "Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive". Apply Now
- Relevant Bachelors Degree.
- Minimum of 2-years experience working with case management of Medical Malpractice Trust matters.
- Own vehicle and valid Drivers License are essential.
- Willingness to travel occasionally.
- Strong communication skills and the ability to collaborate with clients and various stakeholders.
Roles and Responsibilities
- Organising and storing messages exchanged with beneficiaries.
- Answering telephone calls and WhatsApp messages, ensuring notes are made on the file.
- Managing general administrative tasks such as filing, scanning, and copying.
- Responding to client enquiries via email, letter, SMS, WhatsApp, and telephone.
- Liaising with beneficiaries/clients from the initial instruction to the successful conclusion of their matters.
- Compiling memos, needs assessments, and reports for the Trustee to facilitate decision-making for the Trust.
- Keeping detailed records of time spent on tasks and documenting it accordingly.
- Using a spreadsheet to capture and track all work related to each beneficiary.
- Utilising a diary management system for effective scheduling.
- Entering data electronically.
- Keeping records of costs and managing the Trust's budget.
- Providing assistance to management with various tasks and necessary feedback.
- Performing related work as assigned.
- Arranging meetings between the Trust and new beneficiaries.
- Preparing memos to accompany beneficiaries to their appointments.
- Scheduling doctor appointments based on the needs assessment.
- Handling client invoicing and preparing financial documents for the Accounting Officer.
- Ensuring all invoices are paid by coordinating with the accounting department.
Closing Date:
Submissions for this vacancy will close on 04 June 2024, however, you will still have the opportunity to submit your CV for this position till 21 June 2024.
Please Note:
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost to get back to each applicant. However, should your application be successful, we will be in contact with you. If you do not hear from us within two weeks of application, please consider your application unsuccessful. We are recruitment specialists and will keep your details on our database for possible future opportunities.
PoPI Act:
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that "Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive". Apply Now
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