Estates Administrator
7 months ago
**Introduction**
Momentum Trust provides Executorship solutions to the clients of Momentum who die with a Momentum Will. We also provide the same service to clients who either don't have a Will (die intestate) or under Power of Attorney if they may have been appointed Executors but are required by the High court to obtain the servies of an appropriately qualified Agent, before they will be appointed by the High Court.
**Role Purpose**
The **Estate Administrator** will be responsible for winding up the decease estates.
**Requirements**:
Qualifications:
- Relevant legal or commerce degree (required)
- Additional qualifications relevant to estate and trust administration (advantageous)
- FISA Membership (advantageous)
**Experience**:
- Minimum 3 years experience working with estate administration
- Tax knowledge is a critical element.
**Duties & Responsibilities**
**Internal Processes**:Estate Administration**:
- Administer Estates from the take on process to the distribution process until filed on record - ensuring all relevant Legislation in the Fiduciary space, as applicable to the matter, is complied with.
- Meet turnover standards
- Meet communication requirements as set out in the communication framework.
- Adopt a proactive stance on administering the estate.
- Measure such outcomes relating to the take up of Momentum products.
- Setting up the reporting framework to manage the Estate administration process for:
- Client preliminary interview and ongoing reporting at predetermined and ad hoc interval
- Leverage Broker involvement throughout the process to ensure Inheritance reinvested via Momentum where possible
- Masters Office and SARS engagement process
**Administration of:
- Multiple tiered Estate administration process from Pure outsourced (under SLA) to actually doing the Estate administration work in-house.
- Provide all reporting including financials and turnaround times to pre agreed benchmarks
**Client**:
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed.
- Build and maintain relationships with internal and external stakeholders
- Participate and contribute to a culture of work and client centric thinking, productivity, service delivery and quality management
- Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery
- Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
- Build and maintain relationships with clients and internal and external stakeholders
- Contribute to the process of negotiating objective and realistic service level agreements, monitor appropriateness and recommend adjustments
- Deliver on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
- Make recommendations to improve client service and fair treatment of clients within area of responsibility
**People**:
- Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
- Develop and maintain productive and collaborative working relationships with peers and stakeholders
- Positively influence and participate in change initiatives
- Continuously develop own expertise in terms of professional, industry and legislation knowledge
- Contribute to continuous innovation through the development, sharing and implementation of new ideas
- Take ownership for driving career development
**Competencies**
Competencies Required:
- Attention to detail
- Good Communication Skills
- Business Acumen
- Customer/ Stakeholder Commitment
- Drive for Results
- Collaboration
- Time-management
-
Estate Administrator
4 days ago
Centurion, South Africa Nexia SAB&T Full time**THE ROLE** Nexia SAB&T requires a suitably qualified individual who will assist in the holistic and full administration process relating to insolvent and deceased estate matters in terms of relevant legislations and specifically to the Administration of Estates Act and Insolvency Act. This role would have involvement in all aspects of the estate...
-
Deceased Estate Administrator
2 days ago
Centurion, South Africa StaffCentral Consulting Full time**Job Duties/Responsibilities will include**: Open estate late bank accounts Report the estate to the Master of the High Court Place advertisements Obtain balances and information for the purposes of the estate accounts Draft liquidation and distribution accounts Transfer of estate assets and payment of claims Communicate with the Master's Office,...
-
Deceased Estate Administrator
3 days ago
Centurion, South Africa Dante Personnel Full timeGauteng, Centurion - (Market related, Negotiable) Well established Law firm in Centurion is looking for a Snr Deceased Administrator to join their team **Minimum requirements**: - Grade 12 - 5 Years' plus experience dealing with Deceased Estate Administration - Responsible for the whole process - Reporting Deceased Estate, doing all the necessary...
-
Estate Support Office Administrator
4 days ago
Centurion, South Africa StaffCentral Consulting Full time**Job Duties/Responsibilities will include**: - Perform a supporting role to the Estate Manager - Required to do extra duties from time to time in the absence of the Estate Manager - Assist with the production of presentations and reports - Meeting logistic demands of the estate - Act as secretary to the Estate Manager - Minute taking of meetings -...
-
Head: Deceased Estates Administration
4 months ago
Centurion, South Africa Momentum Life Full time**Introduction** - Through our client-facing brands Metropolitan and Momentum, with Momentum Multiply (our wellness and lifestyle rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** -...
-
Estate Specialists
2 days ago
Centurion, South Africa Momentum Metropolitan Holdings Full time-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose Requirements - At least 3...
-
Senior Estate Specialist
4 days ago
Centurion, South Africa ARCS Full time**Key Outputs - To meet with interested parties (Accountants, Attorneys, Shareholders, Financial institution's/the Master of the High Court/ SARS/heirs/financial planners etc.) to discuss and resolve any issue that may arise from putting a Business into Business Rescue or Liquidation, to obtaining Business valuations and Financials for SARS Estate duty...
-
Senior Estate Specialist
3 weeks ago
Centurion, South Africa Momentum Life Full time**Introduction** Momentum Trust provides Executorship solutions to the clients of Momentum who die with a Momentum Will. We also provide the same service to clients who either do not have a Will (die intestate) or under Power of Attorney if they may have been appointed Executors but are required by the High court to obtain the services of an appropriately...
-
Deceased Estate Manager
3 days ago
Centurion, South Africa Dante Personnel Full timeGauteng, Centurion - (Market related, Negotiable) Well established Law Firm in Centurion is looking for a Deceased Estate Manager in their Deceased Estate Division **Minimum requirements**: - Grade 12 - 7 Years' experience in Deceased Estates Administration - Must have management experience over Deceased Estate Team **Consultant**: **Celia...
-
Senior Estate Specialist
3 days ago
Centurion, South Africa MMI Holdings Full time-Introduction Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. Role Purpose To assist in the holistic and...
-
Estate Manager
3 months ago
Centurion, South Africa SiG Labour Corporate Full time**_ESTATE MANAGER_** **_Responsible for overseeing of a real estate property and ensuring that the property is maintained and managed efficiently._** **JOB DESCRIPTION**: - Executing all contractual compliance at the area of responsibility - Daily visits and liaison with customers - Compiling weekly and monthly reports - Ensure internal audit programs are...
-
Snr Deceased Administrator
2 weeks ago
Centurion, South Africa RAKKGALAKANE RECRUITMENT Full time**Snr Deceased Administrator (Legal Ease), Centurion, R22 - 25 000 Neg** **Please do not submit CV if you have not worked with DEA** *** - Grade 12 - SA Citizen - Legal qualification or certification in deceased estates - Experience on MS Office and **Legal Ease**: - Must be able to speak English and Afrikaans fluent **Duties will include, but will not...
-
Office Administrator
3 weeks ago
Centurion, South Africa Puzzle Placements Full timeMust have a completed Matric certificate Previous real estate experience Office administration experience Organized and work under pressure Own reliable car with valid license **Duties**: Contacting all client requests - Receiving purchaser calls - Arranging/booking viewing appointments - Viewing Appointments - Receiving OTP’s from viewing...
-
Legal Secretary
1 week ago
Centurion, South Africa HRnMORE Full timeDrafting of Legal Documents and Contracts - Assisting with the Administration of Estates - Assisting with the Administration of Conveyancing (Transfers) - Administration - Assisting walk in clients - Reception function (Answering the switchboard) - Personal Assistant to the Director - Diary Management **A**pplicants should meet the following...
-
Property Administrator
2 weeks ago
Centurion, South Africa Shoprite Group Full time**Purpose of the Job**: The purpose of the Property Administrator role is to provide efficient administrative support and liaise with tenants, debtors and suppliers to ensure a timely and responsive property administration service. This role assists the Property Manager with the preparation and drafting of budgets, report variances and reconciliation of...
-
Office Manager
3 days ago
Centurion, South Africa Puzzle Placements Full timeUtilise your previous 3 - 5 years relevant administrative experience. Previous experience in a real estate environment is a MUST. Duties include contacting clients, arranging appointments. Administrative duties with OTPs. Salaries and creditors MUST have own reliable vehicle Completed matric **Salary**: R10,000.00 - R13,000.00 per month
-
Senior SAP Pm Administrator
3 weeks ago
Centurion, South Africa Tech Circuit Staffing Solutions Full timeConfiguration and support in the following areas Assist with Business Process Development. Understand the requirement and plan the subsequent System configuration Compile the system requirements and document (system analysis and design): Plan the functionality required for configuration and setup to support the process Master Data: Assist the business in...
-
Head of Trust
3 weeks ago
Centurion, South Africa Momentum Metropolitan Holdings Full time-Introduction Momentum Trust is a division of Momentum, a financial services company with our head offices in Centurion, Gauteng. Momentum has positioned itself to be at the forefront of delivering tools and solutions that will help individuals, families and businesses achieve their financial goals. We are driven by integrity, accountability and excellence...
-
Head of Trust
3 weeks ago
Centurion, South Africa Momentum Life Full time**Introduction** Momentum Trust is a division of Momentum, a financial services company with our head offices in Centurion, Gauteng. Momentum has positioned itself to be at the forefront of delivering tools and solutions that will help individuals, families and businesses achieve their financial goals. We are driven by integrity, accountability and...
-
Snr SAP Om Administrator
2 weeks ago
Centurion, South Africa Talent 101 Full timeManage the Plant Maintenance SAP requirements. - Diploma/Degree in IT or information Systems or equivalent qualification would be advantageous - SAP PM certification - Matric - Driver’s license - 2 - 5 years SAP PM experience (Full cycle implementation as a minimum) Configuration and support in the following areas: - Assist with Business Process...