Estate Administrator

2 months ago

Cape Town, Western Cape, South Africa West Coast Personnel Full time

Job Summary:

West Coast Personnel is seeking a highly organized and detail-oriented Estate Administrator to join our team. As an Estate Administrator, you will be responsible for assisting in the administration of deceased estates, ensuring accurate record-keeping, and providing exceptional customer service to our clients and stakeholders.

Key Responsibilities:

  • Assist in the administration of deceased estates, including handling paperwork and liaising with beneficiaries.
  • Ensure accurate record-keeping and documentation throughout the estate administration process.
  • Utilize the SARS website proficiently for tax-related tasks, such as accessing relevant information and making SARS appointments.
  • Communicate effectively with stakeholders, including clients, beneficiaries, and relevant authorities.
  • Assist in resolving any administrative issues or discrepancies that may arise during the estate administration process.
  • Maintain accurate records of all financial transactions, correspondence, and legal documents related to estate administration.
  • Prepare periodic reports for beneficiaries and other stakeholders as needed.
  • Maintain confidentiality and integrity in handling sensitive estate information.
  • Provide administrative support to other team members as needed.

Requirements:

  • 1-2 years' working experience in estate administration or a related field (preferred but not mandatory).
  • 1-2 years' working experience on the SARS website is a must.
  • Ability to work independently and as part of a team.
  • Prior experience in deceased estates administration is highly desirable.
  • Excellent organizational and time management skills, with the ability to manage multiple tasks and deadlines effectively.
  • Punctuality is essential.
  • Strong attention to detail and accuracy in record-keeping and documentation.
  • Excellent communication (verbal and written) and interpersonal skills, with the ability to interact professionally with clients, beneficiaries, and other stakeholders.
  • Proficiency in Microsoft Office suite is a must.
  • Fluency in both English and Afrikaans (reading, writing, and speaking) is required.

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