Fiduciary Administrator
Job Location:
George - South Africa
Salary:
Experience Required:
Posted:
Application Deadline:
Vacancies:
Job Summary
The Fiduciary Administrator requires a suitably qualified individual who will assist in the holistic and full administration process in the following teams:
- Advisory services team: Assistance in executing advisory-related services to clients as required from time to time. The advisory services require adherence to legislation policies and internal service level agreements.
- Deceased estates team: Deceased estate matters in terms of relevant legislation and specifically the Administration of Estates Act 66 of 1965. This role provides assistance across all aspects of the estate administration process from start to finish.
Deceased Estates Team
Assist the Manager / Senior Estates Administrator with:
- Compiling a comprehensive list of all deceased estate assets including bank accounts investments real estate personal belongings and insurance policies.
- Reporting deceased estates to the Master of the High Court.
- Determining the fair market value of all assets in the estate for proper distribution.
- Informing known creditors of the deceaseds passing and managing the process of settling outstanding debts.
- Placing advertisements for creditors and accounts in newspapers and the Government Gazette.
- Arranging for the filing of necessary tax returns on behalf of deceased estates including income tax and estate taxes.
- Opening estate bank accounts to manage incoming funds and make necessary payments for estate-related expenses.
- Keeping beneficiaries creditors and legal professionals informed regarding estate administration progress and providing regular updates.
- Drafting Liquidation and Distribution Accounts.
- Distributing assets to beneficiaries as outlined in the Will and ensuring proper legal documentation is completed.
- Maintaining accurate records and applying strong attention to detail to avoid errors in deceased estate administration.
- Drafting Wills.
Advisory Services Team
Assist the Manager with:
- Maintain organize legal files contracts and records to ensure accuracy confidentiality and accessibility.
- Support the team in monitoring deadlines filing requirements and regulatory submissions to uphold compliance standards.
- Act as a point of contact for internal departments and external stakeholders ensuring timely and professional correspondence.
- Uphold strict confidentiality protocols and demonstrate integrity in handling sensitive legal information.
- Prepare initial drafts of contracts agreements correspondence and internal policies under the guidance of the manager.
- Ensure consistency accuracy and compliance in all drafted materials.
- Draft and manage professional correspondence with internal departments and external stakeholders.
- Matric / Grade 12 / National Senior Certificate
- Advantageous: Certificate in Deceased Estate Administration administrative or secretarial qualification
- 2-3 years in a legal estates administrative or fiduciary environment
- Knowledge and technical know-how relating to all aspects of estates administration advantageous
- Previous experience working on Lexis Deceased Estate preferable
- Computer literate and technologically savvy including Google Suite Microsoft Office and administrative procedures and systems
- Bilingual in Afrikaans and English
Required Skills:
Minimum Qualifications/Certifications: Grade 12 / Matric (Pre-tertiary level) School-level Computer Science / Information Technology (Highly Advantageous). High school Mathematics Accounting or Business Studies (Advantageous) Minimum Experience: Entry-level learner position (no prior work experience required). Basic computer literacy. Familiarity with Microsoft Excel and/or Google Sheets. Strong willingness to learn and adapt to new systems tools and technologies in a fast-paced digital environment. Knowledge & Skills: Strong analytical and problem-solving ability. Excellent attention to detail and accuracy. Good organisational and communication skills. Interest in technology business systems data analytics and process improvement. Willingness to learn SQL business intelligence workflow automation and low-code platforms such as Zoho. Ability to handle confidential information with professionalism and integrity.
