Junior Paralegal

Job Purpose

Junior Paralegal

General Requirements:

• Must have a Matric and a paralegal diploma (or studying towards the paralegal diploma)
• Qualifications in Deceased Estate Administration will be an advantage;
• Experience in the fiduciary environment will also be an advantage;
• Knowledge and technical know-how relating to deceased estates administration;
• Knowledge of Microsoft Office essential;
• Fiduciary environment regulatory knowledge;
• Client-centricity must be at the heart of your job purpose;
• Skilled communicator;
• Has an understanding of risk and compliance as it pertains to the fiduciary environment;
• Conversant with Anti-Money Laundering and Combating the Financing of Terrorism principles;
• Ability to think laterally, logically, and practically;
• Good work ethic;
• Sees Teamwork as a core part of business;
• Show empathy and support spouse and/or beneficiaries;
• Ability to collaborate with confidence; and
• Be able to maintain and build meaningful partnerships with our internal and external partners.

Duties include, amongst others, the following:

• Drafting of Wills;
• Assisting with reporting of deceased estates and Trusts to the Masters Office as well as other stakeholders;
• Placement of advertisements;
• Obtaining the written confirmation of all assets and liabilities in the estate/trust;
• Make payments/distributions to creditors, heirs, and beneficiaries
• Assisting with effective and regular communication with internal and external stakeholders;
• Ensuring that various stakeholders are advised of all progress towards all milestones in trusts/estates/wills;
• Following up and collecting proceeds payable to the estate;
• Transferring assets to beneficiaries;
• Arranging suitable insurance of assets;
• Obtaining relevant tax certificates and providing the same to the company's tax service providers;
• Ensure the finalization of the income tax assessment and obtaining closure from SARS;
• Identify new business for the company;
• Preparing the file for finalization;
• Identify and recommend opportunities to enhance processes, systems, and policies;
• Support implementation of new processes, policies, and systems.

Salary: R11, R12,000.00 per month

Ability to Commute/Relocate:

• Durbanville,

Western Cape: Reliably commute or planning to relocate before starting work (required)

Application Question(s):

• What experience or studies do you have in the Fiduciary Field of work

Education:

• Diploma (preferred)

Experience:

• Paralegal: 1 year (preferred)

Language:

• English and Afrikaans (required)

Application Deadline: 2023/02/17