Deceased Estate Administrator

2 weeks ago


Pretoria, Gauteng, South Africa FDP Administration Services Full time
Deceased Estate Administrator

  • Salary to be Negotiated within Industry Norms_
Introduction


FDP Administration Services provides Executorship solutions to clients who either have a Will with our firm, die intestate, or we also act as agents under Power of Attorney to appointed executors.


Role Purpose:
Estate Administrator

The purpose of the successful estate administrator is to deal with the end-to-end administration of an estate.

This might include dealing with all assets /liabilities, finalising all tax obligations, distribute and finalise the estate after receiving the approval of the High Court, either in terms of a Will or the Intestate Succession Act.


Responsibilities and Work outputs:

  • General administration of an assigned portfolio of Deceased estates
  • Liaising with clients, intermediaries and other institutions
  • Collection and sale of investments and assets including properties
  • Confirming all vouchers are obtained as required (Debit & Credit)
  • Preparing liquidation and distribution account
  • Finalising cash statements for distribution purposes
  • Ensuring compliance with SARS and obtaining TCC
  • Finalising estate and submitting all Masters requirements to archive estate
  • Any ad hoc duties and when required

Competencies and experience:

  • 3 or more years experience in deceased estate administration
  • Strong communication skills (written and verbal)
  • Strong interpersonal skills
  • Ability to work using own initiative, prioritize own work and be flexible to changing business and departmental needs
  • Ability to work in a team

Education / Professional Qualifications:

  • Deceased Estate and Trust Administration diploma or Law degree
  • LEAD
  • Strong PC literacy
  • Competency in Microsoft Office
  • Word, Excel, Outlook and PowerPoint
  • Knowledge of LegalEase software system will be advantageous

Salary:
R12, R25,000.00 per month

Ability to commute/relocate:

  • Gauteng, Gauteng: Reliably commute or planning to relocate before starting work (required)

Experience:

Deceased Estate Administration: 2 years (required)

Application Deadline: 2023/01/31

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