Assistant to Estate Officer

6 months ago


Pretoria, South Africa Perfect Placement Recruitment Full time

Our client is URGENTLY looking for an Assistant to Estate Officer Administrator/ Fiduciary Specialist. Our clients company specializes in the administration of deceased estates._

**Title**:Assistant to Estate Officer position

**Area**: Montana (Pretoria
- North)

**Salary**: R10 000- R15 000 (Depending on Experience and Skills)

**Appointment type**: Permanent

**Hours of work**:Monday to Thursday - 08:00 to 16:00 and Friday - 08:00 - 15:00

**Job Description / Duties**:
1. Setting up of Teams Meetings between estate officer and heirs/ executor.
2. Actioning off electronic instructions from Estate Officer.
3. Ability to manage, control and clear Outlook Inbox and the movement of paper trail to each estate outlook box and copying the estate officer in on all communications.
4. Saving of all records on the Cloud in each respective client folder as per defined office process.
7. Preparation of all estate related letters and outstanding matters so instructed upon.
8. Reporting of estate to MOHC.
9. Arrangements and liaison with courier, runners, brokers staff.
10. Attending to banking instructions, doing of payments.
11. Placing of Sec29 & Sec35 advertisements.
12. Lodgement of master’s queries as instructed upon.
13. Liaison with various financial institutions on assets and liabilities held by the deceased.
14. Electronic and telephonic liaison and twice weekly follow ups on outstanding certificates of balance, income tax certificates, proceeds, and printouts from financial institutions.
15. Redemption and or transfer of shares, investments, vehicles, firearms.
16. Instructions to Conveyancer to transfer and or sell fixed property.
17. Instructions to accountant on to date of death tax return, registration of estate as taxpayer and TCC, including sourcing of any vouchers/ information required by the accountant.

**Skills and Strengths**:
1. Strong time management skills.
2. Ability to work in a team and under pressure. Our office has a fast-paced environment.
3. Ability to prioritize & conclude matters assigned within timelines set, take verbal and mostly electronic instructions and work alongside an estate officer.
4. Ability to communicate & correspond fluently in English.
5. Positive Team Player, focused on business deliverables & client centric.
6. Timeous and accurate administration on matters assigned and in providing regular feedback on unresolved matters.
7. Ability to work without being micromanaged.
8. Computer Literate. Well versed in Outlook, Teams, Excel, Cloud, Word.
9. Delivery focused and able to work under pressure with a calm methodical approach.
10. Previous experience in deceased estate administration shall be beneficial.



  • Pretoria, South Africa Cora O’Neil Recruitment Agency Full time

    **Job Overview**: **Date Posted**: Posted 3 hours ago- **Location**: Pretoria, Gauteng- **Job Title**: Deceased Estates Assistant- **Salary**: R15,000 - R18,000- **Education Level**: High School / Matric- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Deceased Estates Assistant job in Menlo Park, Pretoria.**: **Minimum Requirements**: -...


  • Pretoria, South Africa Planned Talent Pty (Ltd) Full time

    **_More about the opportunity:_** One of our clients, a growing organization in the deceased estates and trust market is seeking a 2IC for one of the Estate Officers/Administrators. You will have the opportunity to work and be groomed by some of the best talent in the industry. Duties include: - Preparation of estate-related letters - Payments - Placing...

  • Corporate Services

    5 months ago


    Pretoria, South Africa Foreign & Commonwealth Office Full time

    Job Description (Roles and Responsibilities) **Main purpose of job**: The British High Commission to South Africa oversees the UK Government’s operations in South Africa across the following locations: - The British High Commission Pretoria (BHC) - The UK Visas & Immigration Office in Pretoria - The UK Department for International Trade in Johannesburg...

  • Estate Administrator

    6 months ago


    Pretoria, South Africa PSG Konsult Full time

    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...


  • Pretoria, South Africa Virago Recruitment Full time

    Law firm in Pretoria East is looking for aTrusts and Estates Administrator to join their team in Pretoria. **Responsibilities**: Administering trusts and estates and maintaining accurate records. Liaising with clients, beneficiaries, and the Master of the High Court to provide assistance and address enquiries. Preparing legal documents, including wills,...

  • Estate Administrator

    6 months ago


    Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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...

  • Estate Manager

    5 months ago


    Pretoria, South Africa Trafalgar Property Management (Pty) Ltd Full time

    Trafalgar is the leading residential letting agency across South Africa, letting and managing residential properties across all major metropolitan areas. Trafalgar is dedicated to providing a comprehensive and tailored sectional title and Home Owners Association (HOA) property management service. Trafalgar offers a commercial property management service...

  • Estates Attorney

    5 months ago


    Pretoria, South Africa Cora O’Neil Recruitment Agency Full time

    **Job Overview**: **Date Posted**: Posted 42 mins ago- **Location**: Pretoria, Gauteng- **Job Title**: Estates Attorney- **Salary**: R15,000 - R18,000- **Education Level**: Bachelors Degree- **Job Level**: Junior- **Minimum Experience**: 1 - 3 Years**Estates Attorney required in Ashlea Gardens, Pretoria East.**: **Minimum Requirements**: - Well presentable...

  • Estates Attorney

    5 months ago


    Pretoria, South Africa Cora O’Neil Recruitment Agency Full time

    **Job Overview**: **Date Posted**: Posted 35 mins ago- **Location**: Pretoria, Gauteng- **Job Title**: Estates Attorney- **Salary**: R15,000 - R18,000- **Education Level**: Bachelors Degree- **Job Level**: Intermediate- **Minimum Experience**: 1 - 3 Years**Estates Attorney job vacancy in Menlo Park, Pretoria.**: **Minimum Requirements**: - Well presentable...

  • Estates Administrator

    5 months ago


    Pretoria, 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...

  • Estate Attorney

    1 month ago


    Pretoria, Gauteng, South Africa Cora ONeil Recruitment Agency Full time

    Seeking a skilled Estate Attorney to join our team at Cora ONeil Recruitment Agency. The ideal candidate will have a strong background in Deceased Estates and be proficient in Afrikaans and English.Key Responsibilities:- Attending to Deceased Estates with full functionality- General attorney duties, including client liaison and travelling to the Masters...


  • Pretoria, South Africa Standard Bank of South Africa Limited Full time

    Business Segment: Archived_01_Consumer & High Net Worth Clients To administer deceased estates which might involve Capital Gain Tax and Estate Duty. To ensure that all contractual agreements/conditions are met prior to preparation of payment. To instruct the attorney to register the bond. Qualifications - Minimum Qualifications: Certificate in...

  • Estates Attorney

    5 months ago


    Pretoria, South Africa Cora O'Neil Recruitment Agency Full time

    **Menlo Park, Pretoria: ESTATES ATTORNEY** **Minimum Requirements**: - Well presentable and professional Afrikaans speaking individual - Afrikaans and English first and second languages a must (Afr & Eng client base) - LLB completed and admitted as an Attorney a must - Experience in Deceased Estates a must - Valid driver’s license and own vehicle -...


  • Pretoria, Gauteng, South Africa Cora ONeil Recruitment Agency Full time

    Job Title: Experienced Estates Secretary for Deceased Estates AdministrationAbout the Role:We are seeking a highly skilled and experienced Estates Secretary to join our team at Cora ONeil Recruitment Agency. The successful candidate will be responsible for the administration of deceased estates, drafting and typing of legal documents, notices and pleadings,...


  • Pretoria, South Africa Cora O’Neil Recruitment Agency Full time

    **Job Overview**: **Date Posted**: Posted 3 hours ago- **Location**: Pretoria, Gauteng- **Job Title**: Deceased Estates Secretary- **Salary**: R12,000 - R15,000- **Education Level**: High School / Matric- **Job Level**: Intermediate- **Minimum Experience**: 3 - 5 Years**Deceased Estates Secretary required in Menlo Park, Pretoria.**: **Minimum...


  • Pretoria, Gauteng, South Africa Perfect Placement Recruitment Full time

    Job Title: Real Estate AgentJob Summary: We are seeking a skilled Real Estate Agent to join our team at Perfect Placement Recruitment. As a Real Estate Agent, you will be responsible for assisting clients in buying, selling, and renting properties in Pretoria Old East.Key Responsibilities:* Complete real estate training programs to gain essential knowledge.*...

  • Real Estate Agent

    5 months ago


    Pretoria, South Africa Perfect Placement Recruitment Full time

    Position: Real Estate Agent Looking for a fresh start in real estate? Join us for an excellent opportunity. Comprehensive training provided for success as an agent. Area: Brooklyn, Groenkloof, Waterkloof **Salary**: Commission-based position. **Responsibilities**: - Complete real estate training programs to gain essential knowledge. - Assist clients in...

  • Administration Clerk

    5 months ago


    Pretoria North, South Africa Lubbes Trust (Pty) Ltd Full time

    Setting up of Teams Meetings between estate officer and heirs/ executor - Actioning off electronic instructions from Estate Officer - Ability to manage, control and clear Outlook Inbox and the movement of paper trail to each estate outlook box and copying the estate officer in on all communications. - Saving of all records on the Cloud in each respective...


  • Pretoria, Gauteng, South Africa Cora ONeil Recruitment Agency Full time

    **Job Title:** Estates SecretaryWe are seeking a highly skilled Estates Secretary to join our team at Cora ONeil Recruitment Agency.**Key Responsibilities:Administration of Deceased EstatesDrafting and typing of legal documents, notices and pleadingsGeneral legal secretarial and administrative duties**Requirements:Afrikaans and English first and second...


  • Pretoria, South Africa KM CONSULTING Full time

    _**LEGAL SECRETARY : TRUSTS & ESTATES, Sal neg depending on experience, Menlyn**_ Our Client, a well established Firm of Attorneys, located in the East of Pretoria, holds a vacancy in the Trust and Estate Department of the Firm for a Secretary. Experience and knowledge of Estates is essential - full administration function - to assist Director of...