Estate Specialist

3 weeks ago


Pretoria, South Africa FirstRand Full time

Job Description

To ensure that deceased estates are onboarded, administered and finalised professionally based on the Administration of Estates Act 66 of 1965 and other applicable legislation
- Ensure compliance to legislative and audit requirements and adherence to relevant processes
- Build working relationships across teams and functional lines to enhance work delivery, collaboration and innovation
- Prevent wastage and identify process improvements to contain and reduce costs
- Complete the full end to end estate management process independently and in collaboration with internal and external stakeholders
- Identify new business opportunities and create leads for both the Fiduciary and Firstrand
- Attend to the finalisation of the deceased's entity's tax affairs including but not limited to Income Tax, Estate Duty, Capital Gains Tax and VAT
- Assess progress using the relevant MI Reports and through regular estate reviews to develop plans or strategies to avoid or minimise problems or delays in administration
- Identify new business opportunities following from the liquidation of a deceased estate
- Lodge various documents with the Master of the High Court
- Protect and preserve estate assets
- Realise or transfer estate assets
- Settle estate's liabilities and administration expenses
- Finalise deceased entity's tax affairs,
- Distribute the estate beneficiaries either in terms of the
- deceased's will or the Intestate Succession Act 81 of
- 1987
- Identify, research, consult and solve complex issues in the administration of estates relating inter alia to legal, financial and tax with a high degree of skill and knowledge

Job Details

Application Closing Date

28/04/24



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