Deceased Estates Manager

2 weeks ago

Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

Our client, a reputable Accounting Firm is seeking a Deceased Estates Manager, who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts. to join their team. The purpose of this role is Drafting of wills, Liquidation and distribution of deceased estates and Administration of Will Trust

Location: Port Elizabeth/ Gqeberha

Job type: On-site

Duties and Responsibilities

  • Drafting of wills and attend to Will Trusts
  • Consultation with various clients regarding their estate planning needs.
  • Completion of required forms on death of a client, to lodge with Master of the High Court.
  • Obtain valuations of assets and drafting letters with regards to assets and liabilities
  • Attend to the sale or transfer of shares and fixed property.
  • Attend to income tax to the date of death, reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department.
  • Payment of all claims filed.
  • Opening of a banking account in the name of the estate.
  • Drawing up of liquidation and distribution accounts.
  • Drawing up of curatorship accounts and attend to all matters relating to curatorship estates
  • Maintain a monthly cashbook of all estates.
  • Completion of all forms, Sasfin, Investec, conveyancing, insurance policy forms, etc.
  • Drafting trust documents to open a trust, to attend to the registration of a trust and assist with changes that need to make.
  • Follow up constantly with the Master, banks, and various financial institutions
  • Advertising the estates at the correct times.
  • Compliance with the firm's SOQM, policies and procedures.
  • Travelling to Masters Court.

Minimum Requirements

  • Matric (Grade 12)
  • LLB - essential
  • Admitted as an Attorney would be advantageous with at least three years' experience in Estates.
  • Basic Bookkeeping Diploma would be advantageous
  • Code 08 Driver's License
  • Own transport
  • Experienced in Microsoft Office
  • Extensive experience in ESTATES and TRUST ADMINISTRATION - essential
  • 5+ year's experience 

Skills Required

  • Letter-writing skills
  • Work scheduling and prioritization skills
  • Interpersonal skills
  • Communication skills
  • Client service skills
  • Conflict management

Should you wish to be considered for this opportunity, please apply directly to the advertisement. Should you not hear back from us within 2 weeks of application, kindly consider your application as unsuccessful

  • Deceased Estates Manager

    1 week ago

    Port Elizabeth, Eastern Cape, South Africa Yellosa Full time

    Our client is seeking an experienced and qualified Deceased Estates Administrator for their team.Location: Port ElizabethRequirements:MatricQualified in LLBEXTENSIVE experience in estates & trust administration5+ years of proven experienceOwn transport with valid drivers licenseMS OfficeAdvantages:Experience in software packages Greatsoft &...

  • Deceased Estate Administrator

    1 day ago

    Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    Job Description:We are seeking a highly skilled Deceased Estate Assistant to join our team at Performit Personnel. As a key member of our estate administration team, you will be responsible for providing daily assistance to our Estates Manager in the liquidation and distribution of deceased estates.A sound knowledge and practical experience of the law of...

  • Deceased Estates Administrator

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Our client, a reputable Accounting Firm is seeking a Deceased Estates Administrator who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession and trusts, to join their team. The purpose of this role is providing daily assistance to the Estates Manager, drafting of wills, liquidation...

  • Deceased Estates Administrator

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full time

    Our client, a reputable Accounting Firm is seeking a Deceased Estates Administrator who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession and trusts, to join their team. The purpose of this role is providing daily assistance to the Estates Manager, drafting of wills, liquidation...

  • Deceased Estates Administrator

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    NEW VACANCY PORT ELIZABETH DECEASED ESTATE ADMINISTRATOR MatricDeceased estate Planning and Administration Diploma(or Law Degree)Basic Bookkeeping Diploma Valid Driver's licence ExcelMS WordEmaillegal EaseProvide daily assistance to the estate managerLiquidation and distribution of a deceased estate Drafting of WillsAdministration of will Trust & Trust

  • Deceased Estate Manager

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Requirments: Matric LLBExperience in Estates and Trust Administration 5 Years + Experience in a similar roleGreatsoftLegaleaseCertificate in Estates and Trust AdminLiquidation and distribution of deceased estatesDrafting of WillsAdministration of will TrustAfrikaans & Isixhosa

  • Deceased Estates Administrator

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    DescriptionOur client in the Finance, Tax and Advisory Sector, is currently looking to employ an experienced Deceased Estates Administrator based in Port Elizabeth.Requirements:Matric (Grade 12) is essential.Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous.Basic Bookkeeping Diploma would be advantageous.A sound...

  • Deceased Estate Manager

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Requirments: Matric LLBExperience in Estates and Trust Administration 5 Years + Experience in a similar roleGreatsoftLegaleaseCertificate in Estates and Trust AdminLiquidation and distribution of deceased estatesDrafting of WillsAdministration of will TrustAfrikaans & IsixhosaCv@stepco.co.zaStepco Recruitment

  • Deceased Estates Administrator

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    Requirements:Matric (Grade 12) is essential.Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous.Basic Bookkeeping Diploma would be advantageous.A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.Code 08 Driver's License and own transport....

  • Deceased Estates Administrator

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full time

    Deceased Estates AdministratorAcademic Qualifications Required:Matric (Grade 12)Deceased Estate Planning and Administration Diploma (or law degree) will be advantageousBasic Bookkeeping Diploma would be advantageousCode 08 Drivers License and own transportKey Duties and Responsibilities:Assisting with the drafting of Wills and maintaining databaseAssisting...

  • Deceased Estate Manager

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Requirments: Matric LLBExperience in Estates and Trust Administration 5 Years + Experience in a similar roleGreatsoftLegaleaseCertificate in Estates and Trust AdminLiquidation and distribution of deceased estatesDrafting of WillsAdministration of will TrustAfrikaans & IsixhosaStepco Recruitment

  • Deceased Estate Professional

    2 days ago

    Port Elizabeth, Eastern Cape, South Africa Yellosa Full time

    Job DescriptionThis is a unique opportunity for a seasoned Deceased Estates Manager to join Yellosa and utilize their expertise in estate administration.ResponsibilitiesManaging the liquidation and distribution of deceased estatesDrafting and reviewing WillsAdministering Will TrustsThe ideal candidate will possess a deep understanding of the law of...

  • Deceased Estates Professional

    4 days ago

    Port Elizabeth, Eastern Cape, South Africa Yellosa Full time

    About the RoleThis is an exciting opportunity to join our team at Yellosa as a Deceased Estates Professional. We are seeking an experienced and qualified professional who has a strong understanding of the law of succession and the administration of trusts.Your primary responsibility will be to manage the liquidation and distribution of deceased estates,...

  • Deceased Estate Manager

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Company: Stepco RecruitmentCompany Description: We are a Recruiting Agency here to provide you with the best. Searching for the TOP candidates and ensuring they get hired.Contract Type: ContractExperience Required: 5 to 10 yearsEducation Level: Grade 12Number of vacancies: 1Job DescriptionRequirements:MatricLLBExperience in Estates and Trust Administration5...

  • Manager: Deceased Estates Department

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    Requirements:Matric (Grade 12).LLB degree.Basic Bookkeeping Diploma would be advantageous.Admission as an Attorney would be advantageous, with at least three years of experience in Estates.Trust Administration (5+ years).Computer literacy.Code 08 Drivers License and own transport.Proficiency in an additional language (Afrikaans /...

  • Estate Manager Specialist

    2 days ago

    Port Elizabeth, Eastern Cape, South Africa Yellosa Full time

    Job OpportunityYellosa is seeking a highly skilled Deceased Estates Manager to join their team.Key ResponsibilitiesLiquidation and distribution of deceased estatesDrafting of WillsAdministration of Will TrustsThe successful candidate will have a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of...

  • Estate Assistant

    3 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    We are looking for a Deceased Estate Assistant for a Renowned Company in Port Elizabeth.Requirements:A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.Matric (Grade 12)Deceased Estate Planning and Administration Diploma (or law degree) will be advantageousBasic Bookkeeping...

  • Estate Assistant

    1 day ago

    Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    We are looking for a Deceased Estate Assistant for a Renowned Company in Port Elizabeth.Requirements:A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.Matric (Grade 12)Deceased Estate Planning and Administration Diploma (or law degree) will be advantageousBasic Bookkeeping...

  • Estate Administrator

    2 days ago

    Port Elizabeth, Eastern Cape, South Africa Yellosa Full time

    About the RoleYellosa is seeking a highly skilled and experienced Deceased Estates Manager to join their team.Key ResponsibilitiesLiquidation and distribution of deceased estatesDrafting of WillsAdministration of Will TrustsThe successful candidate will have a sound knowledge and practical experience in the liquidation and administration of deceased estates,...

  • Estate Planning Coordinator

    1 day ago

    Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    Key Responsibilities:The successful candidate will be responsible for providing daily assistance to the Estates Manager in the following areas:Liquidation and Distribution of deceased estatesDrafting of WillsAdministration of Will Trusts & TrustAssisting with the drafting of Wills and maintaining databaseAssisting with the scheduling of interviews with...