Estate Planning and Administration Assistant
2 days ago
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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Estate Planning Specialist
2 days ago
Port Elizabeth, Eastern Cape, South Africa Headhunters Full timeHeadhunters is seeking a highly skilled Estate Planning Specialist to join their team in Port Elizabeth. As an experienced Deceased Estate Administrator, you will be responsible for assisting with the drafting of Wills, maintaining databases, and scheduling interviews with family members of deceased clients.The ideal candidate will have a sound knowledge of...
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Estate Assistant
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa Performit Personnel Full timeWe are looking for a Deceased Estate Assistant for a Renowned Company in Port Elizabeth.Requirements:A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.Matric (Grade 12)Deceased Estate Planning and Administration Diploma (or law degree) will be advantageousBasic Bookkeeping...
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Deceased Estates Administrator
2 weeks ago
Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full timeNEW VACANCY PORT ELIZABETH DECEASED ESTATE ADMINISTRATOR MatricDeceased estate Planning and Administration Diploma(or Law Degree)Basic Bookkeeping Diploma Valid Driver's licence ExcelMS WordEmaillegal EaseProvide daily assistance to the estate managerLiquidation and distribution of a deceased estate Drafting of WillsAdministration of will Trust & Trust
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Deceased Estates Administrator
3 weeks ago
Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full timeOur client, a reputable Accounting Firm is seeking a Deceased Estates Administrator who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession and trusts, to join their team. The purpose of this role is providing daily assistance to the Estates Manager, drafting of wills, liquidation...
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Deceased Estates Administrator
5 days ago
Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full timeOur client, a reputable Accounting Firm is seeking a Deceased Estates Administrator who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession and trusts, to join their team. The purpose of this role is providing daily assistance to the Estates Manager, drafting of wills, liquidation...
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Administrative Support for Estates
2 days ago
Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full timeEstate Administration RoleJob Description: We are looking for 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.Responsibilities Assist with the drafting of Wills...
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Administrator of Deceased Estates
2 days ago
Port Elizabeth, Eastern Cape, South Africa Headhunters Full timeAs a seasoned Deceased Estate Administrator, you will play a vital role in assisting our clients navigate the complex process of administering deceased estates. Your expertise will ensure that our clients receive personalized attention and guidance throughout the probate and estate management process.The ideal candidate will possess excellent communication...
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Deceased Estates Administrator
3 days ago
Port Elizabeth, Eastern Cape, South Africa Headhunters Full timeDescriptionOur client in the Finance, Tax and Advisory Sector, is currently looking to employ an experienced Deceased Estates Administrator based in Port Elizabeth.Requirements:Matric (Grade 12) is essential.Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous.Basic Bookkeeping Diploma would be advantageous.A sound...
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Deceased Estates Administrator
3 weeks ago
Port Elizabeth, Eastern Cape, South Africa Headhunters Full timeRequirements:Matric (Grade 12) is essential.Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous.Basic Bookkeeping Diploma would be advantageous.A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts.Code 08 Driver's License and own transport....
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Deceased Estates Administrator
3 days ago
Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full timeDeceased Estates AdministratorAcademic Qualifications Required:Matric (Grade 12)Deceased Estate Planning and Administration Diploma (or law degree) will be advantageousBasic Bookkeeping Diploma would be advantageousCode 08 Drivers License and own transportKey Duties and Responsibilities:Assisting with the drafting of Wills and maintaining databaseAssisting...
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Estate Administrator
6 days ago
Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full timeAbout the RoleWe are seeking a highly skilled Estate Administrator to join our team at Stepco Recruitment.The ideal candidate will have a strong background in Estates and Trust Administration, with a minimum of 5 years of experience in a similar role.The successful candidate will be responsible for the liquidation and distribution of deceased estates,...
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Deceased Estate Administrator
2 days ago
Port Elizabeth, Eastern Cape, South Africa Headhunters Full timeAs a seasoned Probate and Estate Management Professional, you will play a vital role in assisting our clients navigate the complex process of administering deceased estates. Your expertise will ensure that our clients receive personalized attention and guidance throughout the probate and estate management process.The ideal candidate will possess excellent...
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Estate Administration Professional
2 days ago
Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full timeJob DescriptionCompany Overview: Boardroom Appointments is a leading provider of professional services, specializing in estate administration and management.Salary: Competitive salary package offered to the successful candidate.Key ResponsibilitiesAssist with drafting Wills and maintain a comprehensive database.Schedule interviews with family members of...
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Estate Administration Professional
6 days ago
Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time**Company Overview:**Stepco Recruitment is a leading recruitment agency specializing in placing top talent in estate administration roles.**Job Description:**We are seeking an experienced Deceased Estate Manager to join our team. The successful candidate will be responsible for the liquidation and distribution of deceased estates, drafting of wills, and...
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Estate Administration Specialist
5 days ago
Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full timeWe are seeking a highly skilled and experienced Estate Administration Specialist to join our team at Stepco Recruitment.About the RoleThis is an exciting opportunity for a seasoned professional to oversee the management of deceased estates, ensuring seamless administration and compliance with relevant laws and regulations.Key ResponsibilitiesManage the...
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Trust and Estates Administrator
5 days ago
Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time**About the Role:**We are seeking an experienced Deceased Estate Manager to join our team at Stepco Recruitment. As a key member of our team, you will be responsible for managing the estate administration process from start to finish.**Key Performance Indicators (KPIs):*** Timely completion of estate administration tasks* Effective communication with clients...
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Deceased Estate Manager
3 weeks ago
Port Elizabeth, Eastern Cape, South Africa Placement Point Full timeA well established company based in Port Elizabeth is seeking a Deceased Estate Manager. Duties: Drafting of wills and maintaining a database. Consultation with various clients about their estate planning needs. Interview family members of a deceased client. Opening new estate file Completion of required forms on death of a client, to lodge with Master of...
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Probate and Estate Management Professional
2 days ago
Port Elizabeth, Eastern Cape, South Africa Headhunters Full timeHeadhunters is seeking a highly skilled Administrator of Deceased Estates to join their team in Port Elizabeth. As an experienced Deceased Estate Administrator, you will be responsible for assisting with the drafting of Wills, maintaining databases, and scheduling interviews with family members of deceased clients.The ideal candidate will have a sound...
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Deceased Estate Management Specialist
2 days ago
Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full timeJob SummaryWe are seeking an experienced Deceased Estate Administrator to join our team at Boardroom Appointments. As a key member of our administration department, you will be responsible for providing high-quality support in estate planning and administration.Key Responsibilities Assisting with the drafting of Wills and maintaining a comprehensive...
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Deceased Estates Manager
3 weeks ago
Port Elizabeth, Eastern Cape, South Africa Staff Unlimited Recruitment Pty Ltd TA MPC Recruitment Group EC Full timeOur client, a reputable Accounting Firm is seeking a Deceased Estates Manager, who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts. to join their team. The purpose of this role is Drafting of wills, Liquidation and distribution of deceased...