Deceased Estates Administrator

7 days 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 and distribution of deceased estates and Administration of Will Trust

Location: Port Elizabet/Gqeberha

Job type: On-site

Duties and Responsibilities

  • Assisting with the drafting of Wills and maintaining database
  • Assisting with the scheduling of interviews with family members of a deceased client and liaising with family members with regard to the progress of estate and trust matters.
  • Opening new estate files and all filing
  • Assisting with the completion of required forms on the death of a client, to lodge with Master of the High Court and following up on the matter weekly.
  • Travelling to Masters Court or clients on request of Manager.
  • Obtain valuations of assets and writing of letters regarding assets and liabilities.
  • Attend to sale or transfer of shares and fixed property.
  • Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS.
  • Drafting payment requests of all claims filed.
  • Opening of banking account in name of estate.
  • Maintain a diary & timesheet.
  • Assisting with drawing up of Liquidation and Distribution accounts.
  • Assisting with drawing up of curatorship accounts and attending to all matters relating to curatorship estates.
  • Attend to Will Trusts and trust administration.
  • Maintain a monthly cashbook of all estates
  • Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms etc.

Minimum Requirements

  • Grade 12 (Essential)
  • Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous
  • Basic Bookkeeping Diploma would be advantageous
  • Code 08 Drivers License and own transport
  • Knowledge of the law regarding deceased estates and trusts
  • Knowledge of the drafting of Wills
  • Knowledge of Trusts.
  • Excel
  • M S Word
  • E-mail
  • Legal-Ease
  • Greatsoft

Skills Required

  • Letter Writing Skills
  • Work Scheduling and prioritization skills
  • Interpersonal skills
  • Communication Skills
  • Client Service Skills

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

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