Deceased Estates Paralegal

Found in: Talent ZA 2A C2 - 2 weeks ago


Pietermaritzburg, South Africa Accountancy Placements Pietermaritzburg Full time
Responsibilities:

General Administration
  • Drafting and typing of documents (Memos, emails, and letters related to administration of estates as required)
  • Attending to outgoing posts
  • Telephone enquiries
  • Opening Files for new Estates
  • Loading of Estate on LegalEase
  • Check newspapers for death notices daily
  • Record maintenance
  • Final account for sign off for payment to beneficiaries
  • Placing monies into corporate saver for clients
  • Cheque Requisitions and EFTs
  • Advertising and posting of fees
Dealing with Clients
  • Attend to / interview clients in person or telephonically as required
  • Handle telephone queries regarding estate matters (bank balances, assets, and liabilities of the estate)
  • Consult with beneficiaries of the estate as required
  • Assist with occasional signing of wills
Masters Office
  • Attend Masters Office as and when required by the Estates Department
  • Query ongoing matters
  • Follow up on all outstanding issues
Requirements:
  • Matric
  • Paralegal
  • Understanding of Wills and Trusts
  • Basic understanding of Accountancy/basic bookkeeping knowledge
  • Valid drivers license advantageous (Code 8)
  • Computer Literacy
    • MS Word (Intermediate/Advanced)
    • MS Excel (Good)
    • Lawpac exposure is advantageous
    • LegalEase
    • AJS
    • Lexis Pay

Due to the high volume of applications received, only suitable candidates who meet the criteria of this vacancy will be contacted.

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