Estate Secretary

1 month ago

Pretoria, South Africa Marvel Placement Consultants Full time

**Estate Secretary**:
**Minimum Requirements**:

- Matric Certificate.
- Relevant legal qualification.
- Advantageous: Vehicle and valid Driver’s License.
- Minimum of 2 years of proven experience as an Estate Secretary.
- Thorough knowledge of estate law and processes, including the Administration of Estates Act.
- Proficiency in Microsoft Office Suite especially with Excel, Word and Outlook.
- Strong organisational skills with a keen eye for detail.
- Excellent written and verbal communication skills.
- Ability to handle sensitive and confidential information with discretion.
- Client-centric approach with the ability to work well under pressure.

**Roles and Responsibilities**:

- Draft and process all estate-related legal documents, including Liquidation and Distribution accounts.
- Administer deceased estates from the reporting phase to finalisation.
- Liaise with clients, beneficiaries, financial institutions, and other relevant parties regarding estate matters.
- Maintain accurate and up-to-date records for each estate file.
- Communicate effectively with the Master of the High Court, SARS, and other relevant authorities.
- Prepare and submit estate tax returns, including income and estate duty.
- Ensure that all documentation is compliant with statutory and internal firm policies.
- Assist with opening estate bank accounts and transferring assets.
- Provide timely updates and respond promptly to client inquiries.
- Manage administrative tasks, including drafting correspondence, document filing, and scheduling appointments.

**Closing Date**
Submissions for this vacancy will close on 4 December 2024, however, you will still have the opportunity to submit your CV for this position till 26 December 2024.

**Please Note**

**PoPI Act**
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that “Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive”.

For more information please contact:
**Consultant ZS

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