Assistant Estates Administrator

2 weeks ago

Cape Town, Western Cape, South Africa Perfect Placement Recruitment Full time

Our client is growing continuously and looking for an Assistant Estates Administrator to assist and support the Senior Estate Administrator.


Area:
Bellville

  • Cape Town

Salary:
Market related

Requirements:

  • Own reliable vehicle and valid drivers license;
  • Matric;
  • Qualifications in Deceased Estate Administration and a secretarial qualification will be a bonus;
  • 35 Years experience in a similar industry/environment:
  • Knowledge and technical know-how relating to all aspects of estates administration;
  • Experience working on Legalease will be a bonus;
  • Computer literate in administrative procedures and systems;
  • Knowledge of Google Suite Microsoft Office will be a bonus;
  • Relevant regulatory knowledge;
  • Skills in customer focus, communication, collaborating and building partnerships.

Duties:

To assist and lend support to the estate administrator in fulfilling the duties involved in deceased estate administration which include but are not limited to:

  • Reporting of the estate to the Masters office as well as other stakeholders;
  • Placement of advertisements;
  • Obtaining the written confirmation of all assets and liabilities in the estate to enable the administrator to draft the liquidation and distribution account (L&D);
  • Compliance with all stakeholders requirements to ensure timeous receipt of information;
  • Ensuring that various stakeholders are in receipt of the L&D account;
  • Following up and collecting proceeds payable to estate;
  • Completion of relevant documents for the transferring of assets;
  • Obtaining relevant tax certificates to ensure the finalization of the income tax assessment;
  • Preparing the file for finalization;
  • Identify and recommend opportunities to enhance processes, systems and policies;
  • Support implementation of new processes, policies and systems.

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