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.
Responsibilities, but not limited to:
  • Assisting with the drafting of Wills and maintaining database.
  • Assisting with the scheduling of interviews with family members of a deceased client and the Manager.
  • Opening new estate file
  • 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.
  • Writing of letters regarding assets and liabilities.
  • Obtain valuations of assets.
  • 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.
  • Liaise with family members with regard to the progress of estate and trust matters.
  • Opening of banking account in name of estate and putting all matters onto GreatSoft.
  • All Filing.
  • Maintain a diary & timesheet.
  • Assisting with drawing up of Liquidation and Distribution accounts.
  • Attend to all matters relating to curatorship estates.
  • Assisting with drawing up of curatorship accounts.
  • Attend to Will Trusts.
  • Maintain a record of work in progress (Submitted weekly to Senior)
  • Refer complex problems to Senior.
  • Maintain a monthly cashbook of all estates.
  • Trust administration.
  • Any other reasonable Ad Hoc request from the Manager in the form of personal assistant requirements.
  • Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms etc.
  • Assisting with the completion of Trust Documents.
  • Following up with financial institutions on a weekly basis and reporting them the ombudsman if no response within a specific timeframe.
  • Compliance with the firms System of Quality Management (SOQM), policies and procedures.
  • Compliance with the firms Employee Code of Conduct which consists of the firms HR policies, SAICA, IRBA and IESBA Codes of Conduct.
Kindly note that should you not receive a response within two weeks of applying, please consider your application unsuccessful.

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