Assistant to Estate Officer

4 weeks 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, Gauteng, 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 positionArea: Montana (Pretoria North)Salary: R R Depending on Experience and Skills)Appointment type: PermanentHours of work:Monday to Thursday -...


  • 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, Gauteng, South Africa Pro-Match Recruitment Full time

    Position: Deceased Estate AssistantLocation: Lynnwood, PretoriaSalary: R to R per monthAbout Us: Our client is a well-established law firm with a proud history of providing exceptional legal services. They are currently seeking a meticulous and dedicated Deceased Estate Assistant to join their esteemed team in Lynnwood, Pretoria.Key...


  • Pretoria, Gauteng, 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: - 5 YearsDeceased Estates Assistant job in Menlo Park, Pretoria:Minimum Requirements: Well presentable and professional Afrikaans speaking...


  • Pretoria, South Africa Engel & Völkers Waterkloof Full time

    **Engel & Völkers (Waterkloof) **are looking for an experienced detail-oriented Real Estate Personal Assistant who will provide administrative support to our senior real estate team. In this position, you will be responsible for managing calendars, scheduling appointments, and preparing documents for real estate transactions. You will also be expected to...


  • Pretoria, South Africa CORA O'NEIL RECRUITMENT AGENCY Full time

    Menlo Park, Pretoria: DECEASED ESTATES ASSISTANTDuties:Administration of Deceased Estates (full administrative function related to Deceased Estates)Drafting and typing of legal documents, notices and pleadingsGeneral legal related administrative duties 


  • Pretoria, Gauteng, South Africa CORA O'NEIL RECRUITMENT AGENCY Full time

    Menlo Park, Pretoria: DECEASED ESTATES ASSISTANTDuties:Administration of Deceased Estates (full administrative function related to Deceased Estates)Drafting and typing of legal documents, notices and pleadingsGeneral legal related administrative duties


  • 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...

  • Office Assistant

    3 weeks ago


    Pretoria, South Africa Perfect Placement Recruitment Full time

    **Job Title**:Office Assistant **Location**: Groenkloof **Salary**:R14 000 - R15 000 **Closing date**:End May 2024 We are seeking a proactive and organized Office Assistant for our Client to join their team in Groenkloof. **Responsibilities**: - Engage with real estate agents, sellers, and buyers to facilitate communications and ensure active...


  • Pretoria, Gauteng, South Africa StaffCentral Consulting Full time

    Job Duties/Responsibilities will include:Reporting of the estate to the Masters office as well as other stakeholdersPlacement of advertisementsObtaining the written confirmation of all assets and liabilities in the estate to enable the administrator to draft the liquidation and distribution accountCompliance with all stakeholders' requirements to ensure...


  • 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...


  • Pretoria, Gauteng, South Africa Freerecruit Full time

    Menlo Park, Pretoria:DECEASED ESTATES ASSISTANTMinimum Requirements:Well presentable and professional Afrikaans speaking femaleAfrikaans and English first and second languages a must (Afr & Eng client base)Recent experience in Deceased Estates Administration AT A LAW FIRM A MUST-Computer literate in MS Office with good typing skillsStable employment record...

  • Estate Administrator

    4 weeks 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, Gauteng, 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 estaterelated letters Payments Placing Sec 29 & Sec 35...

  • Corporate Services

    2 weeks 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

    2 weeks ago


    Pretoria, Gauteng, South Africa PSG Konsult Full time

    Job description:To administer deceased estates ranging from normal to more complex estates. The Estate Administrator is responsible for the entire deceased estate administration process, andliaises with clients, government authorities and private institutions.Responsibilities: Open, draft, liaise and register all estate matters Consultation with all parties...


  • 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

    2 weeks ago


    Pretoria, Gauteng, 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 Cora ONeil Recruitment Agency Full time

    Menlo Park, Pretoria: DECEASED ESTATES ASSISTANTMinimum Requirements:-Well presentable and professional Afrikaans speaking female-Afrikaans and English first and second languages a must (Afr & Eng client base)-Recent experience in Deceased Estates Administration AT A LAW FIRM A MUST-Computer literate in MS Office with good typing skills-Stable employment...


  • Pretoria, South Africa Cora ONeil Recruitment Agency Full time

    Menlo Park, Pretoria: DECEASED ESTATES ASSISTANTMinimum Requirements:-Well presentable and professional Afrikaans speaking female-Afrikaans and English first and second languages a must (Afr & Eng client base)-Recent experience in Deceased Estates Administration AT A LAW FIRM A MUST-Computer literate in MS Office with good typing skills-Stable employment...