Estate Administration Professional
2 days ago
Company 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 Responsibilities- Assist with drafting 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.
- Travel to Masters Court or clients upon request from the Manager.
- Write letters regarding assets and liabilities, ensuring accurate and transparent communication.
- Obtain valuations of assets and manage their transfer or sale as necessary.
- Report estates to SARS and apply for Deceased Estate Compliance Certificates.
- Draft payment requests for all claims filed and liaise with family members regarding progress.
- Manage banking accounts in the name of the estate and maintain accurate records on Greatsoft.
- Maintain a diary and timesheet, prioritizing tasks effectively.
- Assist with drawing up Liquidation and Distribution accounts.
- Handle curatorship estates, including drawing up curatorship accounts.
- Attend to Will Trusts and maintain a record of work in progress.
- Refer complex problems to Senior staff members for guidance.
- Maintain a monthly cashbook of all estates.
- Contribute to trust administration and ensure compliance with Company policies.
- Perform any other reasonable Ad Hoc requests from the Manager.
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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 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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Trust and Estate Professional
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Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full timeAbout the JobStepco Recruitment is looking for an experienced Trust and Estate Professional to manage deceased estates, draft Wills, and administer Will Trusts.The successful candidate will have a solid understanding of Estates and Trust Administration, including liquidation and distribution of assets, and will possess excellent communication skills.Key...
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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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Administrator of Deceased Estates
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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
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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Administrative Support for Estates
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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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Deceased Estates Administrator
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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
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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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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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Estate Executor
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Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full timeJob DescriptionWe are seeking an experienced professional to manage deceased estates, with a focus on liquidation and distribution.Requirements:Matric or equivalent qualificationDegree in Law (LLB)5+ years of experience in Estates and Trust AdministrationProficiency in Afrikaans and Isixhosa languagesFamiliarity with Greatsoft and Legalease...
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Deceased Estate Professional
4 days ago
Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full timeAbout UsWe are a reputable Recruiting Agency, Stepco Recruitment, dedicated to providing top talent to our clients.About the Role:The successful candidate will work closely with our team to provide exceptional service to our clients, managing deceased estates and ensuring smooth transitions.Key Responsibilities:Liquidate and distribute deceased estatesDraft...
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Estate Planning and Administration Assistant
2 days ago
Port Elizabeth, Eastern Cape, South Africa Boardroom Appointments Full timeJob RequirementsJob 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...
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Deceased Estate Management Specialist
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Port Elizabeth, Eastern Cape, South Africa Stepco Recruitment Full time**Job Summary:**We are looking for a highly skilled Trust and Estates Administrator to manage the process of distributing assets after someone's passing. The ideal candidate will have a solid understanding of estate administration laws and regulations.**Key Responsibilities:*** Liquidate and distribute deceased estates according to relevant laws and...
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Deceased Estate Manager
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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...
