Deceased Estates Administrator

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:

• 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
• 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 Company’s System of Quality Management (SOQM), policies, and procedures
• Compliance with The Company’s Employee Code of Conduct, which consists of The Company’s HR policies, SAICA, IRBA, and IESBA Codes of Conduct