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Deceased Estates Paralegal

1 month ago

Pietermaritzburg, South Africa Accountancy Placements Full time

**Responsibilities**:
General Administration
- Attending to outgoing posts
- Telephone enquiries
- Opening Files for new Estates
- Loading of Estate on LegalEase
- Check newspapers for death notices daily
- Record maintenance
- Final account for sign off for payment to beneficiaries
- Placing monies into corporate saver for clients
- Cheque Requisitions and EFT’s
- Advertising and posting of fees

Dealing with Clients
- Attend to / interview clients in person or telephonically as required
- Handle telephone queries regarding estate matters (bank balances, assets, and liabilities of the estate)
- Consult with beneficiaries of the estate as required
- Assist with occasional signing of wills

Masters Office
- Attend Masters Office as and when required by the Estates Department
- Query ongoing matters
- Follow up on all outstanding issues

**Requirements**:

- Matric
- Paralegal
- Understanding of Wills and Trusts
- Basic understanding of Accountancy/basic bookkeeping knowledge
- Valid driver’s license advantageous (Code 8)
- Computer Literacy
- MS Word (Intermediate/Advanced)
- MS Excel (Good)
- Lawpac exposure is advantageous
- LegalEase
- AJS
- Lexis Pay