Deceased Estate Administrator

Job Description:

My client an Accounting & Tax Practitioner, is seeking a Deceased Estate Administrator to join their team and manage the administration of deceased estates. The ideal candidate will preferably have 1 2 years of experience in estate administration, excellent organizational skills, and the ability to handle sensitive information with discretion and professionalism.

Responsibilities:

- Assist in the administration of deceased estates, including but not limited to, handling paperwork and liaising with beneficiaries.
- Ensure accurate record-keeping and documentation throughout the estate administration process.
- Utilize the SARS website proficiently, for tax-related tasks such as accessing relevant information and making SARS appointments.
- Communicate effectively with stakeholders (including clients, beneficiaries, and relevant authorities).
- Assist in resolving any administrative issues or discrepancies that may arise during the estate administration process.
- Maintain accurate records of all financial transactions, correspondence, and legal documents related to estate administration.
- Prepare periodic reports for beneficiaries and other stakeholders as needed.
- Maintain confidentiality and integrity in handling sensitive estate information.
- Provide administrative support to other team members as needed.

Requirements:

- 1 - 2 years working experience in estate administration or a related field (preferred but not mandatory).
- 1 2 years working experience on 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. Punctuality is important.
- 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%