Estate Assistant

2 weeks ago


Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

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.
#J-18808-Ljbffr
  • Estates Assistant

    3 weeks ago


    Port Elizabeth, Eastern Cape, South Africa Measured Ability Full time

    Job DescriptionMinimum Requirements:Experience in the legal field, especially Trust and Estates; orDiploma or degree in law or Estates / Trust will be to your advantage.Matric;Applicant should have a drivers license.Fully literate in Microsoft Office.Responsibilities:Filing;Following up on correspondence with regards to Estate and Trust matters;Reporting...


  • Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    Job DescriptionWe are seeking a highly skilled Estate Administrator Assistant to join our team at Performit Personnel.About the RoleThe successful candidate will be responsible for providing administrative support to our Estates Manager, ensuring the smooth liquidation and distribution of deceased estates. This role requires a strong understanding of estate...


  • Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full time

    Job RequirementsJob Summary: We are seeking an experienced Estate Administrator to join our team at Boardroom Appointments. The successful candidate will provide administrative support in estate planning and administration, ensuring that all tasks are completed efficiently and accurately.Key Responsibilities Assist with the drafting of Wills and maintain a...


  • 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 Administrator who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession and trusts, to join their team. The purpose of this role is providing daily assistance to the Estates Manager, drafting of wills, liquidation...


  • Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    Job Description:We are seeking a highly skilled Deceased Estate Assistant to join our team at Performit Personnel. As a key member of our estate administration team, you will be responsible for providing daily assistance to our Estates Manager in the liquidation and distribution of deceased estates.A sound knowledge and practical experience of the law of...


  • Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    DescriptionOur client in the Finance, Tax and Advisory Sector, is currently looking to employ an experienced Deceased Estates Administrator based in Port Elizabeth.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...


  • Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full time

    Deceased Estates AdministratorAcademic Qualifications Required:Matric (Grade 12)Deceased Estate Planning and Administration Diploma (or law degree) will be advantageousBasic Bookkeeping Diploma would be advantageousCode 08 Drivers License and own transportKey Duties and Responsibilities:Assisting with the drafting of Wills and maintaining databaseAssisting...


  • Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full time

    Key Responsibilities:The successful candidate will be responsible for providing daily assistance to the Estates Manager in the following areas:Liquidation and Distribution of deceased estatesDrafting of WillsAdministration of Will Trusts & TrustAssisting with the drafting of Wills and maintaining databaseAssisting with the scheduling of interviews with...


  • Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    NEW VACANCY PORT ELIZABETH DECEASED ESTATE ADMINISTRATOR MatricDeceased estate Planning and Administration Diploma(or Law Degree)Basic Bookkeeping Diploma Valid Driver's licence ExcelMS WordEmaillegal EaseProvide daily assistance to the estate managerLiquidation and distribution of a deceased estate Drafting of WillsAdministration of will Trust & Trust


  • Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full time

    Job DescriptionCompany Overview: Boardroom Appointments is a leading provider of professional services, specializing in estate administration and management.Salary: Competitive salary package offered to the successful candidate.Key ResponsibilitiesAssist with drafting Wills and maintain a comprehensive database.Schedule interviews with family members of...


  • Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full time

    Estate Administration RoleJob Description: We are looking for an experienced Estate Administrator to join our team at Boardroom Appointments. The successful candidate will provide administrative support in estate planning and administration, ensuring that all tasks are completed efficiently and accurately.Responsibilities Assist with the drafting of Wills...


  • Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Job Description:Assist clients with the liquidation and distribution of deceased estatesDrafting of Wills and Administration of Will TrustsExperience in Estates and Trust Administration with a strong understanding of company lawKey Skills and Qualifications:Matric certificate or equivalent qualificationLLB degree from a recognized institution5+ years of...


  • Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    Job Description:Assist with drafting Wills and maintaining databasesSchedule interviews with family members and managersOpen new estate files and complete required formsReport estates to SARS and apply for compliance certificatesAssist with drawing up liquidation and distribution accounts


  • Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    About the Role:We are seeking an experienced Deceased Estates Administrator to join our team. As a key member of our team, you will be responsible for assisting with the administration of deceased estates, including drafting Wills, scheduling interviews, and completing required forms.


  • Port Elizabeth, Eastern Cape, South Africa Measured Ability Full time

    Company Overview:At Measured Ability, we are committed to providing exceptional support services that cater to the needs of our clients. Our team is dedicated to delivering high-quality solutions that meet the highest standards of professionalism and expertise.Job Description:The Estate Support Specialist will play a crucial role in assisting our clients...


  • Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    Job Description:The successful candidate will provide daily assistance to the estate manager in liquidation and distribution of a deceased estate. The role involves drafting of Wills, administration of will Trust & Trust.Required Skills and Qualifications:MatricDeceased estate Planning and Administration Diploma (or Law Degree)Basic Bookkeeping DiplomaValid...


  • Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time

    About This Opportunity:We are seeking a skilled estate administrator to join our team at Stepco Recruitment. As a key member of our team, you will be responsible for providing daily assistance to the estate manager in various tasks related to deceased estates.Key Responsibilities:Liquidation and distribution of a deceased estateDrafting of...


  • Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full time

    Job OverviewWe are seeking an exceptional Trust and Estate Administrator to join our team at Boardroom Appointments.Core Duties:Assisting clients with changes to trusts, ensuring accuracy and up-to-datenessConducting thorough research on financial institutions and reporting findings to the Ombudsman as neededCrafting trust documents to establish new trusts...


  • 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...


  • Port Elizabeth, Eastern Cape, South Africa Yellosa Full time

    Our client is seeking an experienced and qualified Deceased Estates Administrator for their team.Location: Port ElizabethRequirements:MatricQualified in LLBEXTENSIVE experience in estates & trust administration5+ years of proven experienceOwn transport with valid drivers licenseMS OfficeAdvantages:Experience in software packages Greatsoft &...