Estate Secretary

3 weeks ago

Pretoria, South Africa Jobted ZA C2 Full time

Minimum Requirements:

- Matric Certificate.
- Relevant legal qualification.
- Advantageous: Vehicle and valid Drivers License.
- Minimum of 2 years of proven experience as an Estate Secretary.
- Thorough knowledge of estate law and processes, including the Administration of Estates Act.
- Proficiency in Microsoft Office Suite especially with Excel, Word and Outlook.
- Strong organisational skills with a keen eye for detail.
- Excellent written and verbal communication skills.
- Ability to handle sensitive and confidential information with discretion.
- Client-centric approach with the ability to work well under pressure.

Roles and Responsibilities:

- Draft and process all estate-related legal documents, including Liquidation and Distribution accounts.
- Administer deceased estates from the reporting phase to finalisation.
- Liaise with clients, beneficiaries, financial institutions, and other relevant parties regarding estate matters.
- Maintain accurate and up-to-date records for each estate file.
- Communicate effectively with the Master of the High Court, SARS, and other relevant authorities.
- Prepare and submit estate tax returns, including income and estate duty.
- Ensure that all documentation is compliant with statutory and internal firm policies.
- Assist with opening estate bank accounts and transferring assets.
- Provide timely updates and respond promptly to client inquiries.
- Manage administrative tasks, including drafting correspondence, document filing, and scheduling appointments.

Closing Date
Submissions for this vacancy will close on 4 December 2024, however, you will still have the opportunity to submit your CV for this position till 26 December 2024.

Please Note
Thank you for submitting your CV to Marvel Placement Consultants. We value your submission, and we try our utmost best to get back to each applicant. However, should your application be successful, we will be in contact with you. Should you not hear from us within two weeks of application, please consider your application as unsuccessful. We are however recruitment specialists and will keep your details on our database for possible future opportunities.

PoPI Act
Please note that Marvel Placement Consultants adhere to the POPI Act (Act No. 4 of 2013: Protection of Personal Information Act, 2013). Section 9 of PoPI states that "Personal Information may only be processed if, given the purpose for which it is processed, it is adequate, relevant and not excessive".

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