Deceased Estates Manager

Job Position: Deceased Estates Manager

Ref: 4955

Location: PE/Gqeberha

Salary: R30 000 to R40 000 per month negotiable commensurate with qualification and experience

Email your CV to recruit@onlinepersonnel.co.za

Qualifications / Requirements:

• Matric
• LLB Degree
• Extensive experience in estates and trust administration
• 5+ years of experience
• Admitted as an Attorney would be advantageous with at least three years’ experience in Estates
• Basic Bookkeeping Diploma highly advantageous
• Code 08 driver’s license
• Own transport
• Computer Literacy
• Knowledge of the law regarding deceased estates and trusts
• Knowledge of the drafting of wills
• Knowledge of trusts
• A sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts

Advantageous:

• Experience in Greatsoft and Legalease
• Certificate in estates and trust administration
• Can speak an additional language – Afrikaans/Isixhosa
• Must be patient, tolerant, professional, and well-spoken

Key Performance Areas:

• Drafting of Wills and maintaining a database
• Consultation with various clients about their estate planning needs
• Interview family members of a deceased client
• Opening new estate file
• Completion of required forms on death of a client, to lodge with Master of the High Court
• Travelling to Masters Court
• Writing letters about assets and liabilities
• Obtain valuations of assets
• Attend to the sale or transfer of shares and fixed property
• Take care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department
• Payment of all claims filed
• Liaise with family members regarding the progress of the estate
• Opening of a banking account in the name of the estate
• All filing
• Maintain a diary and timesheet
• Drawing up of liquidation and distribution accounts
• Attend to all matters relating to curatorship estates
• Drawing up of curatorship accounts
• Attend to Will Trusts
• Maintain a record of work in progress and submit weekly to Directors
• Maintain a monthly cashbook of all estates
• Completion of all forms, Sasfin, Investec, conveyancing, insurance policy forms, etc.
• Drafting trust documents to open a trust, and to attend to the registration of a trust
• Assist clients with changes that need to be made on a trust
• Follow up constantly with the Master, banks, and various financial institutions and report them to the Ombudsman if they do not respond
• Advertising the estates at the correct times
• Compliance with the firm’s System of Quality Management (SOQM), policies, and procedures
• Compliance with the firm’s Employee Code of Conduct which consists of the firm’s HR policies, SAICA, IRBA, and IESBA Codes of Conduct