Estates and Trust Paralegal

2 weeks ago


Cape Town, South Africa Leap Recruitment Full time

My client a well established law firm is seeking a competent Estates and Trusts secretary/paralegal to join their team.

Duties and responsibilities of the position include but are not limited to:
Estates
- Compiling and completing documents to report a testate and intestate estate
- Opening and managing estate bank account(s) including, loading payments, paying creditors and reconciling same.
- Preparing and placing the necessary advertisement in the press (local newspaper) and government gazette, Section 29 & 35 adverts.
- Preparing standard letters to banks, creditors and debtors to go on record.
- Collating details for valuation of assets, collate details in respect of creditors
- Drafting of basic Liquidation and Distribution Account and collating supporting documents for submission to Master.
- Compiling vouchers in preparation of tax returns, computing basic tax returns (recommended), and rudimentary capital gains tax calculations (recommended).
- Preparing accompanying documents to effect transfer of assets e.g. Cessions; share/collective investment transfer; motor vehicle transfers and policy transfer.
- Preparing and delivering instruction and documents to Real Estate Department to effect transfers of immovable property.

Trusts
- Drafting basic resolutions.
- Assisting with the registration of new trusts in relation to the preparation of the necessary documents for lodgement with the Master
- Assisting with the appointment of trustees, resignations etc.
- Assisting with the registration of amendments to trust deeds

Wills
- Maintaining the register and filing of all wills.
- Delivering original Wills to the Master.
- Drafting of basic wills.

**Job Types**: Full-time, Permanent

Ability to commute/relocate:

- Cape Town, Western Cape: Reliably commute or planning to relocate before starting work (required)



  • Cape Town, South Africa Exclusively Remote Full time

    Paralegal for Landlord & Tenant CasesLocation: Remote, Work Hours 3pm-11pmWe are seeking a dedicated paralegal to support our Legal Department with a focus on Landlord & Tenant cases. Responsibilities:Conduct calls to tenants prior to initiating legal proceedings, maintaining professionalism and empathy in all communications.Handle incoming calls and...

  • Property Paralegal

    4 days ago


    Cape Town, South Africa Exclusively Remote Full time

    **Paralegal - Property Legal Searches and Property History Analysis** **Key Responsibilities**: **Property Legal Searches**: Conduct comprehensive legal searches on properties to uncover any potential legal issues, encumbrances, liens, judgments, or pending legal actions that may affect property transactions. **Property History Analysis**: Gather and...


  • Cape Town, South Africa Rory Mackie & Associates Full time

    **Overview**: Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries,...


  • Cape Town, South Africa Centre Recruit Consultants Full time

    Our client based in Durbanville is looking for a Senior Conveyancing Paralegal to join their Transfer department. Requirements: Matric qualificationLegal secretary/paralegal / conveyancing qualification advantageous3-5 Years experience in a similar roleExperience working on LexisConveyDuties :  Managing conveyancing transactions: The senior conveyancing...

  • Trust Officer

    6 days ago


    Cape Town, South Africa Absa Bank Limited Full time

    Empowering Africa’s tomorrow, together one story at a time. - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...


  • Cape Town, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on...


  • Cape Town, South Africa Rory Mackie & Associates Full time

    Overview:Our client, a leading global Asset Manager is seeking to hire an Estate Late Administrator to join their team. The Estate Late Team is responsible for the administration of death claims on investment products provided by our client’s Investment Platform (LISP) and the servicing of relevant stakeholders (advisors, executors, beneficiaries, etc.) on...


  • Cape Town, South Africa FirstRand Full time

    Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation - Assess own performance, seek timely and clear feedback and request training where appropriate - Build and...


  • Cape Town, South Africa Hire Resolve Full time

    Our client is currently seeking a skilled and experienced Financial Advisor/Trust Officer to join a leading company in the financial services industry.As a Financial Advisor/Trust Officer, you will be responsible for providing comprehensive financial advice to clients and managing trust accounts. You will work closely with clients to understand their...


  • Cape Town, South Africa amplify5 Full time

    amplify5 keeps growing which means great opportunities are being created to grow our team and be a part of our exciting future. We are currently seeking a skilled and detail-oriented Fiduciary Accounting Clerk for one of our US clients. As a Fiduciary Accounting Clerk, you will play a crucial role in managing financial transactions, maintaining accurate...


  • Cape Town, South Africa HR Objectives Recruitment Full time

    Fixed term contract. 6 months. Start ASAP. High profile group of attorneys has an opening within their established Real Estate Conveyancing Department for an experienced Conveyancing Secretary (min. 6yrs exp.) to offer support within this volumous department. Duties would include processing general Transfers (Conventional, Sectional Title, Sub-divisions,...

  • Fiduciary Specialist

    4 weeks ago


    Cape Town, South Africa AGC Recruitment Full time

    **Fiduciary Specialist - Financial Services - Cape Town** Our client, in the financial services industry, is seeking a Fiduciary Specialist to join their team in Cape Town. This position requires a client-centric approach, legal and financial expertise, and strong analytical skills. **Responsibilities** - Trust Account Management. - Fiduciary Guidance for...


  • Cape Town, South Africa Dante Personnel Full time

    Western Cape, Cape Town - CBD - (Medical Aid, Provident fund, Life cover, Disability cover, Funeral benefit, Market related, Negotiable) **SENIOR CONVEYANCING SECRETARY - CAPE TOWN CBD** **SALARY MARKET RELATED** **Minimum requirements**: - Matric - Legal secretary / paralegal / conveyancing qualification - 5 years Conveyancing Secretarial experience -...


  • Cape Town, South Africa Manpower Group SA (Pty) Ltd Full time

    Top legal firm is seeking a Conveyancing Secretary to join their team.Responsibilities:Taking ownership of the residential and commercial property transfer transactions.Preparing files accurately according to specifications.Administering and organizing the Directors Conveyancing legal practiceEffective stakeholder communication essential for both internal...


  • Cape Town, South Africa Salesworx Full time

    Job DescriptionAmazing opportunity for the adventurous at heart.  Live and work in the beautiful Kuala Lumpur, Malaysia. Our client is a leading  Residential Property Brokerage with offices in Hong Kong, Kuala Lumpur and Dubai, specializing in catering to high net worth clients seeking to invest in premium properties. They pride themselves on delivering...


  • Cape Town, South Africa Africa Direct Group Life and Investments Full time

    **DUTIES**: Are you a highly organized and detail-oriented individual with a passion for the legal field? We are currently seeking a skilled Litigation Secretary to join our team at [Company Name]. As a litigation secretary, you will play a crucial role in supporting our legal team and ensuring the smooth operation of our litigation department. - Prepare,...


  • Cape Town, South Africa Copper Quail Full time

    Client Solutions Executive Location: South Africa/Cape Town Candidate Profile: ·        CA /Legal + MBA·        STEP Qualified (The Society of Trust and Estate practitioners)·        Strong Business Development ·        Meeting with new clients, maintaining client relationships·        Very High Energy...


  • Cape Town, South Africa DOSS and Facilities Full time

    DOSS & Facilities based in Cape Town is looking for an experienced 3 Phase Electrical Inspector to join their experienced team. Requirements/Responsibilities - Duties will include fault finding, repair and maintenance on domestic, commercial and industrial installation and common property - Strong communication skills (read, write, speak) - issue job cards,...

  • Property Manager

    4 weeks ago


    Cape Town, South Africa Parvana Full time

    About our client: Established in 2012, our client is a leading boutique agency specialising in real estate across South Africa, with a focus on the Western Cape. Renowned for their track record in commercial, industrial, and investment property transactions, they are positioned as a premier agency in the region. With a team of experienced professionals and...


  • Stellenbosch, Western Cape, South Africa HotelJobs.co.za Full time

    Fine Dining Restaurant on a Beautiful Wine Estate is looking for a energetic, hard-working **Restaurant Supervisor **to join their team. This Restaurant is a Food and Wine tasting Restaurant that is high-end fine dining in culture. **MINIMUM REQUIREMENTS** - Minimum of 2 years experience in a similar environment (Fine Dining Experience will be...