Estate Administrator

4 weeks ago

Cape Town, South Africa West Coast Personnel Full time

Job title: Estate Administrator

Job type: Permanent

Location: Table View, Cape Town

Salary: R9500.00 R15 000.00 per month

Working hours: Monday to Friday 07h00 to 16h00 or 07h30 to 16h30 or 08h00 to 17h00

My client an Accounting & Tax Practitioner, is seeking an Estate Administrator to join their team and manage the administration of deceased estates. The ideal candidate will preferably have 1 2 years experience in estate administration, excellent organizational skills, and the ability to handle sensitive information with discretion and professionalism.

Responsibilities:

· Assist in the administration of deceased estates, including but not limited to, handling paperwork and liaising with beneficiaries.

· Ensure accurate record-keeping and documentation throughout the estate administration process.

· Utilize the SARS website proficiently, for tax-related tasks such as accessing relevant information and making SARS appointments.

· Communicate effectively with stakeholders (including clients, beneficiaries, and relevant authorities).

· Assist in resolving any administrative issues or discrepancies that may arise during the estate administration process.

· Maintain accurate records of all financial transactions, correspondence, and legal documents related to estate administration.

· Prepare periodic reports for beneficiaries and other stakeholders as needed.

· Maintain confidentiality and integrity in handling sensitive estate information.

· Provide administrative support to other team members as needed.

Requirements:

· 1 - 2 years working experience in estate administration or a related field (preferred but not mandatory).

· 1 2 years working experience on SARS website a must.

· Ability to work independently and as part of a team.

· Prior experience in deceased estates administration is highly desirable.

· Excellent organizational and time management skills, with the ability to manage multiple tasks and deadlines effectively.

· Punctual. Punctuality is important.

· Strong attention to detail and accuracy in record-keeping and documentation.

· Excellent communication (verbal and written) and interpersonal skills, with the ability to interact professionally with clients, beneficiaries, and other stakeholders.

· Proficiency in Microsoft Office suite a must.

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