Trusts & Estates Secretary - Cape Town

2 days ago


Cape Town, South Africa AGC Recruitment Full time

**Trusts & Estates Secretary - Cape Town (Ref: L.L)**

A vacancy has become available in the Trust and Estates Practice of one of our clients, a large full-service business law firm.

**Key Responsibilities**:
Duties and responsibilities of the position include but are not limited to:
**1. Estates**
- Completing basic preliminary documents to report a testate and intestate estate
- Managing estate bank account(s) including, loading payments, paying creditors, and reconciling same
- Preparing and place the necessary advertisement in press (local newspaper) and government gazette. Section 29 & 35 adverts
- Preparing standard letters to bank, creditors, and debtors to go on record
- Collating details for valuation of assets, collate details in respect of creditors
- Drafting of basic Liquidation and Distribution Account and collating supporting documents for submission to Master
- Compiling vouchers in preparation of tax returns, computing basic tax returns (recommended), and Rudimentary capital gains tax calculations (recommended)
- Preparing accompanying documents to effect transfer of assets e.g., Cessions, share/collective investment transfer and policy transfer

**2. Trusts**
- Drafting basic resolutions
- Assisting with the registration of new trusts in relation to the preparation of the necessary documents for lodgement with the Master
- Assisting with the appointment of trustees, resignations etc.
- Assisting with the registration of amendments to trust deeds

**3. Wills**
- Maintaining the register and filing all wills
- Drafting of basic wills

**4. Diary Management**
- Setting up client appointments
- Liaising with clients in general and specifically relating to payment and outstanding invoice/debt collections

**5. General**
- Correspondence typing
- Liaising with financial institutions, government officials etc.
- Attending to telephone queries
- Filling and archiving

**Qualifications and Experience**:

- Matric/Grade 12
- At least 3 years’ experience in Trusts & Estates and in particular Estate administration.
- An Estates Administration diploma/certificate or other relevant qualification (such as Basic Tax diploma/certificate) would be advantageous.

**Skills Required**:

- Numeracy
- Intermediate MS Office namely Excel, Word, and Outlook
- Accurate typing
- Basic accounting (basic knowledge of tax would be advantageous)

Market related salary offered.

**_
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