Estate Planning and Administration Assistant

2 days ago


Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full time
Job Requirements

Job Summary: We are seeking an experienced Estate Administrator to join our team at Boardroom Appointments. The successful candidate will provide administrative support in estate planning and administration, ensuring that all tasks are completed efficiently and accurately.

Key Responsibilities
  • Assist with the drafting of Wills and maintain a comprehensive database.
  • Schedule interviews with family members of deceased clients and the Manager as required.
  • Open new estate files and ensure timely completion of tasks.
  • Complete required forms on the death of a client and follow up with relevant authorities weekly.
  • Write letters regarding assets and liabilities.
  • Obtain valuations of assets and manage their transfer or sale.
  • Report estates to SARS and apply for Deceased Estate Compliance Certificates.
  • Draft payment requests for all claims filed.
  • Liaise with family members regarding progress and provide regular updates.
  • Maintain accurate records on Greatsoft and ensure compliance with Company policies.


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