Deceased Estates Administrator
Deceased Estates Administrator
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
Deceased Estates Administrator
Academic Qualifications Required:
- Matric (Grade 12)
- Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous
- Basic Bookkeeping Diploma would be advantageous
- Code 08 Drivers License and own transport
Key Duties and Responsibilities Key Performance Indicators:
- Assisting with the drafting of Wills and maintaining database
- Assisting with the scheduling of interviews with family members of a deceased client and the Manager
- Opening new estate file
- Assisting with the completion of required forms on the death of a client to lodge with Master of the High Court and following up on the matter weekly
- Travelling to Masters Court or clients on request of Manager
- Writing of letters regarding assets and liabilities
- Obtain valuations of assets
- Attend to sale or transfer of shares and fixed property
- Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS
- Drafting payment requests of all claims filed
- Liaise with family members with regard to the progress of estate and trust matters
- Opening of banking account in the name of the estate and putting all matters onto Greatsoft
- All filing
- Maintain a diary & timesheet
- Assisting with drawing up of Liquidation and Distribution accounts
- Attend to all matters relating to curatorship estates
- Assisting with drawing up of curatorship accounts
- Attend to Will Trusts
- Maintain a record of work in progress (Submitted weekly to Senior)
- Refer complex problems to Senior
- Maintain a monthly cashbook of all estates
- Trust administration
- Any other reasonable Ad Hoc request from the Manager in the form of personal assistant requirements
- Completion of all forms Sasfin Investec Conveyancing Insurance policy forms etc.
- Assisting with the completion of Trust Documents
- Following up with financial institutions on a weekly basis and reporting them to the ombudsman if no response within a specific timeframe
- Compliance with The Companys System of Quality Management (SOQM) policies and procedures
- Compliance with The Companys Employee Code of Conduct which consists of The Companys HR policies SAICA IRBA and IESBA Codes of Conduct
Employment Type
Full Time
