Deceased Estates Administrator

3 days ago

Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

Description
Our 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 knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.
  • Code 08 Driver's License and own transport.

Responsibilities, but not limited to:

  • 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.
  • Opening new estate file.
  • 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

  • Deceased Estates Administrator

    2 weeks ago

    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

  • Deceased Estates Administrator

    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 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...

  • Deceased Estates Administrator

    5 days 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 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...

  • Administrator of Deceased Estates

    3 days ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    As a seasoned Deceased Estate Administrator, you will play a vital role in assisting our clients navigate the complex process of administering deceased estates. Your expertise will ensure that our clients receive personalized attention and guidance throughout the probate and estate management process.The ideal candidate will possess excellent communication...

  • Deceased Estates Administrator

    3 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    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 knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.Code 08 Driver's License and own transport....

  • Deceased Estates Administrator

    3 days ago

    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...

  • Deceased Estate Specialist

    6 days ago

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

    About the PositionWe are seeking a highly skilled Deceased Estate Specialist to join our team at Stepco Recruitment.The successful candidate will have a strong background in Estates and Trust Administration, with a minimum of 5 years of experience in a similar role.The ideal candidate will be responsible for the liquidation and distribution of deceased...

  • Deceased Estate Manager

    3 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Placement Point Full time

    A well established company based in Port Elizabeth is seeking a Deceased Estate Manager. Duties: Drafting of wills and maintaining a database. Consultation with various clients about their estate planning needs. Interview family members of a deceased client. Opening new estate file Completion of required forms on death of a client, to lodge with Master of...

  • Deceased Estate Administrator

    3 days ago

    Port Elizabeth, Eastern Cape, South Africa Headhunters Full time

    As a seasoned Probate and Estate Management Professional, you will play a vital role in assisting our clients navigate the complex process of administering deceased estates. Your expertise will ensure that our clients receive personalized attention and guidance throughout the probate and estate management process.The ideal candidate will possess excellent...

  • 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...

  • Deceased Estates Manager

    6 days 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...

  • Deceased Estate Manager

    6 days ago

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

    Requirments: Matric LLBExperience in Estates and Trust Administration 5 Years + Experience in a similar roleGreatsoftLegaleaseCertificate in Estates and Trust AdminLiquidation and distribution of deceased estatesDrafting of WillsAdministration of will TrustAfrikaans & Isixhosa

  • Deceased Estate Manager

    6 days ago

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

    Requirments: Matric LLBExperience in Estates and Trust Administration 5 Years + Experience in a similar roleGreatsoftLegaleaseCertificate in Estates and Trust AdminLiquidation and distribution of deceased estatesDrafting of WillsAdministration of will TrustAfrikaans & IsixhosaCv@stepco.co.zaStepco Recruitment

  • Deceased Estate Management Specialist

    3 days ago

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

    Job SummaryWe are seeking an experienced Deceased Estate Administrator to join our team at Boardroom Appointments. As a key member of our administration department, you will be responsible for providing high-quality support in estate planning and administration.Key Responsibilities Assisting with the drafting of Wills and maintaining a comprehensive...

  • Deceased Estate Manager

    6 days ago

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

    Requirments: Matric LLBExperience in Estates and Trust Administration 5 Years + Experience in a similar roleGreatsoftLegaleaseCertificate in Estates and Trust AdminLiquidation and distribution of deceased estatesDrafting of WillsAdministration of will TrustAfrikaans & IsixhosaStepco Recruitment

  • Deceased Estate Professional

    4 days ago

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

    About UsWe are a reputable Recruiting Agency, Stepco Recruitment, dedicated to providing top talent to our clients.About the Role:The successful candidate will work closely with our team to provide exceptional service to our clients, managing deceased estates and ensuring smooth transitions.Key Responsibilities:Liquidate and distribute deceased estatesDraft...

  • Deceased Estate Executor

    5 days ago

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

    We are seeking a highly motivated and detail-oriented Deceased Estate Executor to manage the intricate process of administering deceased estates.ResponsibilitiesThe selected candidate will be responsible for:Effectively managing the distribution of assets according to the decedent's wishesPreparation and execution of complex documentation, such as wills and...

  • Deceased Estate Manager

    5 days ago

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

    Company: Stepco RecruitmentCompany Description: We are a Recruiting Agency here to provide you with the best. Searching for the TOP candidates and ensuring they get hired.Contract Type: ContractExperience Required: 5 to 10 yearsEducation Level: Grade 12Number of vacancies: 1Job DescriptionRequirements:MatricLLBExperience in Estates and Trust Administration5...

  • Deceased Estate Management Specialist

    6 days ago

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

    **Job Summary:**We are looking for a highly skilled Trust and Estates Administrator to manage the process of distributing assets after someone's passing. The ideal candidate will have a solid understanding of estate administration laws and regulations.**Key Responsibilities:*** Liquidate and distribute deceased estates according to relevant laws and...

  • Estate Administration Professional

    6 days ago

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

    **Company Overview:**Stepco Recruitment is a leading recruitment agency specializing in placing top talent in estate administration roles.**Job Description:**We are seeking an experienced Deceased Estate Manager to join our team. The successful candidate will be responsible for the liquidation and distribution of deceased estates, drafting of wills, and...