Estate Assistant
2 weeks ago
We are looking for a Deceased Estate Assistant for a Renowned Company in Port Elizabeth.
Requirements:
- A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.
- Matric (Grade 12)
- 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
- Fully literate in Microsoft Office (Excel, MS Word, E-mail, Legal-Ease)
- Knowledge of the law regarding deceased estates and trusts
- Knowledge of the drafting of Wills
- Knowledge of Trusts.
Duties:
- Provide daily assistance to the Estates Manager
- Liquidation and Distribution of a deceased estate
- Drafting of Wills
- Administration of Will Trusts & Trust
- 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.
- 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 to the ombudsman if no response within a specific timeframe.
- Compliance with the firm's System of Quality Management (SOQM), policies and procedures.
- Compliance with the firm's Employee Code of Conduct which consists of the firm's HR policies, SAICA, IRBA and IESBA Codes of Conduct.
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