Deceased Estate and Trust Administrator

Deceased Estates

Consult with bereaved clients to explain processes and timeframes, obtain relevant information and documents, update and inform, and manage expectations.

The administration and unwinding of new and existing deceased estates.

To liaise and advise clients, heirs, and financial advisors on the administration of deceased estates.

Corresponding with banks and other entities to obtain information about estate assets and liabilities.

Compiling Liquidation & Distribution Accounts and Estate Duty Schedules.

Knowledge of relevant statutes – Administration of Estates Act; Estate Duty Act; Wills Act; Intestate Succession Act.

Trust Administration

The administration of inter vivos and testamentary trusts, drafting of new trust deeds, drafting of amended and substitute trust deeds, change of trustees, deregistration of trusts, and conducting trust audits on existing trusts.

To liaise and advise clients, trust-beneficiaries, and financial advisors on the administration of trusts and estate planning regarding trusts.

Drafting of Wills

The drafting of wills and will and estate consultations.

To liaise and advise clients and financial advisors on the drafting of wills and estate planning.

Minimum Requirements:

1. Matric
2. Completed LLB or other related degree.
3. 5 - 7 years’ experience in the administration of deceased estates.
4. Extensive experience in the administration of deceased estates.
5. Should be able to take over a table of in-process deceased estate files.
6. Strong administrative skills.

Recommendation:

Courses/diplomas in the administration of deceased estates.

Knowledge of legal practices and terminology.

Competencies Required:

1. Communication skills
2. Team player
3. Planning and organizing skills
4. Prioritization
5. Problem-solving skills

How to Apply: Candidates interested can send their CV to jessica@ijmgroup.co.za

Job Type: Full-time

Experience: Deceased estates administration: 5 years (Required)

Job Types: Full-time, Permanent