Manager: Deceased Estates Department

3 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 / isiXhosa).
Responsibilities:
  • Drafting wills and maintaining a database.
  • Consulting with clients regarding estate planning needs.
  • Interviewing family members of a deceased client.
  • Opening new estate files.
  • Completing required forms upon a clients death and lodging them with the Master of the High Court.
  • Traveling to the Masters Court.
  • Writing letters regarding assets and liabilities.
  • Obtaining valuations of assets.
  • Managing the sale or transfer of shares and fixed property.
  • Handling income tax matters up to the date of death, including reporting the estate to SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department.
  • Processing payments for all claims filed.
  • Liaising with family members regarding estate progress.
  • Opening banking accounts in the name of estates.
  • Filing and maintaining records.
  • Maintaining a diary and timesheet.
  • Preparing liquidation and distribution accounts.
  • Managing curatorship estates, including drawing up curatorship accounts.
  • Administering Will Trusts.
  • Keeping records of work in progress and submitting weekly reports to directors.
  • Maintaining a monthly cashbook of all estates.
  • Completing various forms, including those for Sasfin, Investec, conveyancing, and insurance policies.
  • Drafting and registering trust documents.
  • Assisting clients with necessary changes to trusts.
  • Following up with the Master, banks, and financial institutions, escalating matters to the Ombudsman if necessary.
  • Advertising estates at the correct times.
  • Ensuring compliance with the firms System of Quality Management (SOQM), policies, and procedures.
  • Adhering to the firms Employee Code of Conduct, including HR policies, SAICA, IRBA, and IESBA Codes of Conduct.
Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.

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