Estate Administration Coordinator

3 weeks ago


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

As an Estate Administration Coordinator with West Coast Personnel, you will be responsible for assisting in the administration of deceased estates. This includes handling paperwork, liaising with beneficiaries, and ensuring accurate record-keeping and documentation throughout the estate administration process.

Additionally, you will utilize the SARS website proficiently for tax-related tasks, such as accessing relevant information and making SARS appointments. Effective communication with stakeholders, including clients, beneficiaries, and relevant authorities, is crucial in this role.

Other key responsibilities include resolving administrative issues or discrepancies that may arise during the estate administration process, maintaining accurate records of all financial transactions, correspondence, and legal documents related to estate administration, and preparing periodic reports for beneficiaries and other stakeholders as needed.

Requirements:
  • 1-2 years of working experience in estate administration or a related field (preferred but not mandatory)
  • Proficient use of the SARS website a must
  • LLB Degree
  • 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
  • Punctual
  • 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 a must
  • Matric
  • Maths - 50% & Maths Lit - 70%

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