estate assistant

2 weeks ago

Port Elizabeth, South Africa Adzuna ZA B C2 Full time

Responsibilities:

  1. Filing;
  2. Following up on correspondence with regards to Estate and Trust matters;
  3. Reporting matters to the ombudsman at various financial institutions;
  4. Reporting matters to complaints departments at various financial institutions;
  5. Uploading documents to SARS with regards to the Estates;
  6. Assisting and drafting payment requests;
  7. Assisting and drafting documents to transfer a Motor Vehicle from an Estate;
  8. Assisting and drafting of document to register a Trust at the Master of the High Court, as well as changes made to Trustees and Beneficiaries;
  9. Deliver and pick up documents;
  10. Assisting in drafting of Wills and Estate Documents;

Qualification:

  1. Experience in the legal field, especially Trust and Estates; or
  2. Diploma or degree in law or Estates/Trust will be to your advantage.
  3. Matric;

Applicant should have a license and be fully literate in Microsoft Office.

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