Estates Administrator

3 weeks ago

Umhlanga, South Africa 5th Dimension Consulting Full time

Feb 3, 2023 | Estates Administration

**Responsibilities**

Independent administration of Deceased estates, including the following responsibilities:

- Report estates to relevant parties.
- Gather and evaluate information in order to prepare Liquidation and Distribution account.
- Draft final settlements and reconciliation statement of heirs.
- Transfer or realise assets such as shares, unit trusts and fixed property.
- Assist stakeholders and intermediaries during this process.
- Knowledgeable relating to Income Tax, CGT, Estate Duty and VAT.
- Interpretation of Wills.
- Liaise with Wills, Estate and Trust clients.
- Manage own work flow, as well as outcomes of the Estate Administration Assistant.

**Requirements**:
**_Qualifications_**
- Grade 12
- Estate & Trust Diploma or Legal Degree will be a strong recommendation.

**_Experience_**
- At least 5 years Estate Administration experience, including administration of more complex estates.

**_Knowledge_**
- Knowledge of relevant acts linked to estate administration.
- Knowledge of drafting of wills.

**_Competencies_**
- Effective Communication
- Financial acumen
- Decision quality
- Manages complexity
- Cultivates innovation
- Concern for accuracy
- Plans and aligns
- Independence
- Drives results
- Customer focus
- Collaborates
- Being resilient
- Computer Skills (MS Word & MS Excel)

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