Deceased Estates Manager

3 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

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