Administration Clerk
2 weeks ago
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 client folder as per defined office process
- Preparation of all estate related letters and outstanding matters so instructed upon
- Reporting of estate to MOHC
- Arrangements and liaison with courier, runners, brokers staff
- Attending to banking instructions, doing of payments
- Placing of Sec29 & Sec35 advertisements
- Lodgment of master’s queries so instructed upon
- Liaison with various financial institutions on assets and liabilities held by the deceased.
- Electronic and telephonic liaison and twice weekly follow ups on outstanding certificates of balance, income tax certificates, proceeds and printouts from financial institutions.
- Redemption and or transfer of shares, investments, vehicles, firearms
- Instructions to Conveyancer to transfer and or sell fixed property.
- 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.
**Salary**: R9,000.00 - R10,000.00 per month
**Education**:
- High School (matric) (preferred)
**Experience**:
- Deceased Estate Administration: 1 year (preferred)
Ability to Commute:
- Pretoria North, Gauteng (preferred)
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