To administer and monitor estates in accordance with the law and in the best interest of minors, beneficiaries and creditors and to effectively administer assigned portfolio of estates, in accordance with the law.

ADMINISTRATOR-GENERAL’S DEPARTMENT

 To effectively administer assigned portfolio of estates in accordance with the law.

 KEY OUTPUTS/ACCOUNTABILITY

•  Reports prepared
• Documented Plan for managing Estates
• Comprehensive Estate files
• Assets identified and collected
• Work plan for team
• Minor and elderly beneficiaries engaged and monitored
• Satisfied beneficiaries

 Management/Professional Responsibilities

• Participates in the planning for the Section and prepares work plan to guide achievement of assigned targets.
• Prepares and submits report on performance case load. 
• Assists with carrying out administrative activities related to the Section as assigned.
•  Assists with conducting Section orientation of new Senior Case Officers and other staff assigned to the Section.
•  Represents the Section internally at meetings and other activities as required.
•  Represents the AGD at meetings and on other occasions as required.

 Technical/Professional Responsibilities

• Conducts investigations on all new cases assigned including identifying and verifying assets liabilities and beneficiaries; develops case plan and refer to Case Attorney for review and approval; regularly reviews plans to ensure they remain relevant, discusses proposed changes with Case Attorney and makes adjustments to the plan as approved. 
• Coordinates the collection of assets, (including attending at Banks and other Financial Institutions to preside over the opening of Safety Deposit Boxes as necessary); settles liabilities and carries out any other activities necessary.
• Refers matters to Legal Services and Property Sections for action related to the Estates; ensures required information and documents are provided in order to minimise delays; follows up to keep abreast of progress on matters.
• Conducts regular meetings with Property Officers to discuss course of action and status of properties within portfolio; Conducts regular checks on: the collection of rent/ lease, payment of insurance, property tax and other standard liabilities as well as the state of maintenance of properties; initiates action to address areas of concern and/or escalate to the Case Attorney where necessary. 
•  Conducts periodic visits to monitor the welfare of beneficiaries (in particular minors and the elderly) and the assets of the Estate as may be necessary; refers cases of concern to the Social Worker for intervention, follows up to keep abreast of  progress and provide necessary support within the scope of authority; prepares and submits report on visits.
•   Conducts regular checks on financial status of estate and makes requests from beneficiaries/ institutions and any other relevant party to initiate action (such as sale of property) where necessary to generate funds to facilitate further administration of the Estate.
• Computes and submits for review gratuity for dependants; processes other requests from beneficiaries and makes recommendation/s to Case Attorney as appropriate in response to request.
• Provides technical support and guidance to team members in addressing/resolving challenging matters in their portfolio; accompanies them as necessary on visits to beneficiaries
• Represents the Agency at court if required (where the Officer is an Attorney-at-Law).

Other Responsibilities

• Participates in public education/relations programmes such as road shows, expos, conferences as directed
•  Perform other related duties as assigned from time to time by the Case Attorney.

• Established personal targets are consistently met
• Established policies, procedures and standards in the administration of estates are consistently complied with
• Satisfaction ratings of service to beneficiaries are consistent
• Case plans are comprehensive
• Files of each estate are comprehensive and updated
• Affairs of assigned estates are efficiently managed and files are closed as planned
• Reports and other documents are accurate and submitted within established timeframe
• Working relationship within the section is good
• Confidentiality and integrity are maintained

•  Liaise with beneficiaries and internal Sections on all aspects of Estate Administration.

•  Excellent planning, organising and problem solving skills.
• Excellent oral and written communication skills.
• Excellent interpersonal skills with ability to effectively interact with persons at varying economic and social status.
• Good  team player with ability to lead and motivate team members
• Excellent Para-legal knowledge with specific emphasis on the Laws of Succession.
• Ability to work under pressure and meet tight deadlines.
• Working knowledge of relevant computer applications.