Job Description

  • Back
  • /
  • Job Description

Assistant Estates Administrator

Western Cape Market Related
Sector: Administration
Posted: Thursday, 26 May 2022





Signup/Login to apply

Job Details

SPECIFICATION   

A financial services advisory group is looking for a suitably qualified Assistant Estates Administrator to assist in the holistic and full administration process relating to deceased estate matters in terms of relevant legislation and specifically to the Administration of Estates Act. This role would involve all aspects of the estate administration process from start to finish.

DUTIES & RESPONSIBILITIES, NOT LIMITED TO:

To assist and lend support to the estate administrator in fulfilling the duties involved in deceased estate administration which include, but are 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
  • Ensuring that various stakeholders are in receipt of the liquidation and distribution account
  • 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 finalisation of the income tax assessment
  • Preparing the file for finalisation
  • Identify and recommend opportunities to enhance processes; systems and policies and support implementation of new processes; policies and systems

REQUIREMENTS  

  • Matric / Grade 12 / National Senior Certificate

Preferred Qualifications

  • Certificate in Deceased Estate Administration
  • Suitable secretarial qualification

Preferred Experience Level

  • 3-5years in legal /estates/fiduciary environment
  • Knowledge and technical know-how relating to all aspects of estates administration
  • Previous experience working on Legalease preferable
  • Technical / Professional Knowledge Computer literate and technologically savvy in, which include but are not limited to:
    • Google Suite Microsoft Office
    • Administrative procedures and systems
  • Relevant regulatory knowledge
  • Relevant software and systems knowledge
  • Business principles
  • Business terms and definitions

Governance, Risk and Controls Behavioural Competencies

  • Customer Focus
  • Work Standards
  • Collaborating
  • Communication
  • Managing Work
  • Building Partnerships