Senior Estate Specialist

2 weeks ago

Centurion, South Africa Momentum Life Full time

**Introduction**

Momentum Trust provides Executorship solutions to the clients of Momentum who die with a Momentum Will. We also provide the same service to clients who either do not have a Will (die intestate) or under Power of Attorney if they may have been appointed Executors but are required by the High court to obtain the services of an appropriately qualified Agent, before they will be appointed by the High Court.

**Role Purpose**

The **Estate Specialist** will be responsible for winding up the decease estates (which will mainly include Businesses Interest).

**Requirements**:
**Qualifications**:

- UFS - Advance Diploma in Estate and Trust Administration
- Additional qualifications relevant to Deceased Estate administration
- FISA Membership (advantageous)
- Extensive tax knowledge and dealing with Business Interest are critical elements

**Experience**:

- Minimum 10 years experience working with estate administration
- Tax knowledge and dealing with Business Interest are critical elements

**Duties & Responsibilities**

**Key Outputs**
- To meet with interested parties (Accountants, Attorneys, Shareholders, Financial institution's/the Master of the High Court/ SARS/heirs/financial planners etc.) to discuss and resolve any issue that may arise from putting a Business into Business Rescue or Liquidation, to obtaining Business valuations and Financials for SARS Estate duty purposes
- The Administration of Estates Act 66 of 1965 as amended and the Insolvency provisions as they relate to the administration of insolvent deceased estates.
- The Intestate Succession Act.
- The Matrimonial property Act
- The Wills Act
- Estate duty Act.
- Firearm control Act
- FICA,FAIS,POPI ETC
- The SARS taxation framework (Business, personal Tax, Estate duty, CGT etc)
- Exchange control implications for heirs not resident in SA.

**Client**:

- Build and maintain relationships with internal and external stakeholders
- Participate and contribute to a culture of work and client centric thinking, productivity, service delivery and quality management
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
- Build and maintain relationships with clients and internal and external stakeholders

**People**:

- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development

**Competencies**
- Good Communication Skills
- Business Acumen
- Customer/ Stakeholder Commitment
- Drive for Results
- Collaboration
- Time-management

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