Deceased Estate and Trust Administrator Assistant

4 weeks ago

Pretoria, South Africa PSG Konsult Ltd. Full time

**Designation**:

Deceased Estate and Trust Administrator Assistant | Pretoria, Gauteng

**Category**:

Client/Intermediary Services

**Job Level**:

Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents

**Posted by**:

PSG Financial Services

**Posted on**:

24 Jan 2024

**Reference Number**:

POS08235

**Closing date**:

06 Feb 2024

**Position Type**:

Permanent

**Location**:

Pretoria

**Overview**:
**VACANCY | ESTATE ADMINISTRATOR | PRETORIA, GAUTENG | PERMANENT**

PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply.

**Job description**:
To administer deceased estates ranking from normal to more complex estates. The Estate Administrator is responsible for the entire deceased estate administration process, liaises with clients, government authorities and private institutions.

**Responsibilities**:

- Open, draft, liaise and register all estate matters
- Consultation with all parties and heirs and obtain all documentation required for the reporting of the Estate to the Master’s Office
- Attend to Letters of Executorship and follow up with the Master’s Office
- Place advertisements in local newspapers and Government Gazette
- Open Estate Late Bank account
- Manage all correspondence with the Master, creditors and financial institutions
- Register SARS profiles and compile information for income tax returns and Estate Duty information for tax practitioners
- Draft all Liquidation and Distribution accounts in the respect of the Estate, lodging the L&D account with the Master’s Office
- Attend to work in progress on a daily basis and diarise necessary follow-ups
- Communicate with all heirs or other parties concerned relating to estate matters

**Minimum requirements**:

- LL.B or B.Comm (Law) or Adv Diploma in Trust and Estate Administration
- 5 years’ relevant work experience within estate administration
- Proficient in both spoken and written English and at least one other of the official South African languages
- Computer literacy (MS Office)

**Recommended requirements**:

- Adv Diploma in Trust and Estate Administration

**Competencies required**:

- Strong communication skills (written and verbal)
- Strong interpersonal skills
- Ability to work using own initiative, prioritize own work and be flexible to changing business and departmental needs
- Excellent organisational skills
- Be willing to work in a high-paced environment
- Willing to work in a team but can function independently
- Willing to learn and adapt to new regulations and environments

**How to apply**:

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