Estate Administrator
1 week ago
2years
- Report an estate to all parties involved.
- Advertising process to be initiated.
- Collect all relevant information in order to prepare the Liquidation and Distribution (L&D) Account
- Draft the L&D Account.
- Reconciliation of estate cheque account with the L&D Account, distribution to heirs, and settlement of debt.
- Communication with heirs and all other role players on a regular basis.
- Transfer assets, such as shares, unit trusts and fixed property.
- Cancel mortgage bonds.
- Lodge tax returns with SARS and obtaining final assessment or clearance certificate.
**Qualifications and Experience**:
- Estate & Trust Diploma will be a strong recommendation
- At least 2 years Estate Administration experience, including administration of more complex estates
- Knowledge of relevant acts linked to Estate Administration.
Competencies:
- Good communication skills in English
- Administration orientation
- Problem solving
- Information gathering
- Financial acumen
- Innovative thinking
- Building customer loyalty
- Building and maintaining relationships
- Results driven
- Computer skills (MS Office)
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