Estates Administrator

at Smuts & Co Attorneys
Location Durbanville, South Africa
Date Posted
Category Real Estate
Job Type FULL_TIME
Work Hours Day
Salary Units MONTH
Currency ZAR
Street Address Durbanville

Description

Description

Estates Administrator Vacancy

 

Deceased Estate Administrator Job Cape Town, Western Cape

 

Responsibilities:

 

  • Administrative assistance to Attorney in managing clients’

investments and general affairs

 

  • Provide administrative support in administration of deceased

estates from inception to completion, which includes, but is not limited to:

 

  • Reporting of the estate to the Masters office as well as other

stakeholders

 

  • Placement of advertisements

 

  • Obtaining the written confirmation of all assets and liabilities

in the estate to enable the administrator to draft the liquidation and

distribution account

 

  • Compliance with all stakeholders’ requirements to ensure timeous

receipt of information

 

  • Following up and collecting proceeds payable to the estate

 

  • Completion of relevant documents for the transferring of assets

 

  • Obtaining relevant tax certificates to ensure the finalization

of the income tax assessment

 

  • Preparing the file for finalization

 

  • Provide administrative support to register a new trust, liaison

with the Master’s office and preparing periodic correspondence to

beneficiaries.

 

  • Provide administrative support in Trust administration including

preparation of basic documents

 

  • Compliance – Fiduciary and other FICA compliance and FAIS

compliance. Compliance with all processes, including all measures to protect

data security and combat fraud

 

  • Assist in maintenance of company records and compliance with

company secretarial requirements

 

  • General administration practice management and reporting to

clients

 

  • Personal assistant and occasional reception duties

 

Requirements:

 

  • Honesty, integrity, accountability and responsibility of the

highest order

 

  • Strong communication skills, both verbal and written

 

  • Fluency and proficiency in English is essential

 

  • Client relationship and service-orientated attitude

 

  • Strong administration and organisational skills

 

  • Excellent attention to detail and high levels of accuracy

 

  • Experience of and familiarity with Microsoft Office including

Word, Excel and Outlook

 

  • Ability to take initiative

 

  • Ability to work as part of a team

 

  • Interest and desire for continuous learning

 

  • Minimum of 5-10 years’ experience in legal /deceased estates/fiduciary

environment

 

  • Experience in administration of deceased estates from inception

to completion, including preparing documents to report estate, initial and

follow up correspondence to all relevant institutions, drafting of Wills,

Liquidation and Distribution Accounts and general active management of files

 

Advantageous:

 

  • Experience in Estate & Trust Administration

 

  • Estate Administration Certificate

 

Market related salary offered.

 

Interested candidates can send their CV

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