Administrator Estates

1 week ago

Pretoria, South Africa Absa Bank Limited Full time

Bring your possibility to life Define your career with us
- With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary

To administer deceased estates ranking from normal to more complex estates which might involve Capital Gain Tax and Estate Duty.

**Job Description**:
Key Responsibilities:

- Intake and reporting of the deceased estate to the Master of the High Court to obtain Letters of Executorship.
- On receipt of Letter of Executorship from the Master of the High Court; place statutory advertisements; obtain all relevant information from the various stakeholders.
- Draft the liquidation and distribution account to reveal the true reflection of all the assets and liabilities as at date of death and submit any outstanding tax returns to SARS.
- Lodge the Liquidation and Distribution account with the Master of the High Court to attain approvals on the account / estate duty assessment to ensure the executor has adhered to its duties in terms of the Will.
- Instruct the Absa panel attorneys on the expiry date of the advertisement to lodge the transfer documents with the Deeds Office to transfer fixed property into the heirs names and ensure completion thereof.
- Obtain final tax assessment from SARS and finalise the deceased estate.
- Achieve set target as set out by management at the beginning of the year by taking in the executor's fees within the company norms.
- Keep clients updated on progress of the estate by reporting on a monthly basis (telephonically, written correspondence, etc) in a professional manner to ensure that a high standard of customer service is given
- Maintain a high standard of service during the administration process without any supervision, by providing excellent customer service and immediate attention to client needs
- Build and maintain a relationship with various stakeholders (i.e. valuators, auctioneers, attorneys, Master of the High Court, South African Revenue Service) by continuously engaging and ensuring satisfactory client service and good relations.
- Be knowledgeable on the Estate Administration Act, in order to comply with all the legal aspects in deceased estates.
- Education and Experience Required: National Diploma in Estate and Trust or Deceased Estate Administration Course via Law Society of SA or equivalent NQF level 5 qualification or higher. Two (2) years experience within deceased estate administration environment.
- Knowledge of Administration Of Estates Act (Solid)
- Knowledge of Intestate Succession Act (Solid)
- Knowledge of Financial Statements (Basic)Knowledge of Estate Duty Act (Basic)
- Knowledge of Wills Act (Basic).
- Knowledge of Income Tax Act (Basic)

Education

Further Education and Training Certificate (FETC): Business, Commerce and Management Studies (required)
- Absa Bank Limited reserves the right not to make an appointment to the post as advertised_

  • Estates Administrator

    6 days ago

    Pretoria, South Africa FirstRand Full time

    Job Description To ensure that the administration of a deceased estate is completed efficiently, professionally and profitably, to meet financial and revenue targets using the Administration of Estates Act 66 of 1965 and other applicable legislation Hello Estates Administrator Welcome to FNB, the home of the #changeables. We design for the shapeshifters...

  • Estate Administrator

    7 days ago

    Pretoria, South Africa RJPersonnel Full time

    2years - Report an estate to all parties involved. - Advertising process to be initiated. - Collect all relevant information in order to prepare the Liquidation and Distribution (L&D) Account - Draft the L&D Account. - Reconciliation of estate cheque account with the L&D Account, distribution to heirs, and settlement of debt. - Communication with heirs and...

  • Estate Administrator

    2 weeks ago

    Pretoria, South Africa PSG Konsult Full time

    PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, we give preference to applicants from designated groups, and we encourage people with disability to apply. Job description:To administer deceased...

  • Deceased Estate Administrator

    7 days ago

    Pretoria, South Africa Dante Group Pty Ltd Full time

    Deceased Estate Administrator Reference: PTA -CA2-1 Well established Law Firm in Brooklyn is looking for a Deceased Estate Administrator to join their Deceased Estate Division.Salary up to R30,000 based on experience. Duties & Responsibilities Grade 12 / Matric At least 5 years' experience in the administration of estates Deal with the whole process of...

  • Deceased Estates Administrator

    1 week ago

    Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...

  • Trusts & Estates Administrator

    7 days ago

    Pretoria, South Africa Dante Group Pty Ltd Full time

    Deceased Estate Administrator Reference: MID -NB-1 Well-established Law firm in Pretoria East is looking for a Deceased Estate Administrator to join their team. Duties & Responsibilities Minimum 3 years experience as a Deceased Estate Administrator Experience from inception to finalization Drafting Liquidation and Distribution accounts Application Process...

  • Deceased Estates and Trust Administrator

    1 week ago

    Pretoria, South Africa PSG Konsult Full time

    Deceased Estate and Trust Administrator (Pretoria) **Responsibilities**: Deceased Estates - Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations. - The administration and unwinding of new and existing deceased estates. - To liaise and advise...

  • Deceased Estate and Trust Administrator

    4 days ago

    Pretoria, South Africa PSG Konsult Full time

    **Responsibilities**: Deceased Estates - Consult with bereaved clients, to explain processes and timeframes, to obtain relevant information and documents, to update and inform, and to manage expectations. - The administration and unwinding of new and existing deceased estates. - To liaise and advise clients, heirs, financial advisors on the administration of...

  • Estates Administrator D

    4 days ago

    Pretoria, South Africa FirstRand Full time

    About us, purpose, experience and qualifications **about us**: - make a promise - be deeply invested - value our differences - build trust, not territory - have courage - always do the right thing **purpose**: - To ensure that deceased estates are onboarded, administered and finalised professionally, efficiently and effectively in terms of the...

  • Specialist Estate Administrator

    6 days ago

    Pretoria, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job Summary To...