Assistant Estate Administrator (Deceased Estates)

Summary

The Assistant Estates Administrator requires a suitably qualified individual who will 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 have involvement in all aspects of the estate administration process from start to finish.

What To Expect

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:

1. Reporting of the estate to the Masters office as well as other stakeholders
2. Placement of advertisements
3. Obtaining the written confirmation of all assets and liabilities in the estate to enable the administrator to draft the liquidation and distribution account
4. Compliance with all stakeholders' requirements to ensure timeous receipt of information
5. Ensuring that various stakeholders are in receipt of the liquidation and distribution account
6. Following up and collecting proceeds payable to the estate
7. Completion of relevant documents for the transferring of assets
8. Obtaining relevant tax certificates to ensure the finalization of the income tax assessment
9. Preparing the file for finalization
10. Identify and recommend opportunities to enhance processes, systems and policies and support implementation of new processes, policies and systems

What You'll Bring

Qualifications and Experience

1. Matric / Grade 12 / National Senior Certificate
2. Certificate in Deceased Estate Administration
3. 3-5 years in legal / estates / fiduciary environment
4. Knowledge and technical know-how relating to all aspects of estates administration
5. Previous experience working on Legalease preferable

Competencies

1. Customer Focus
2. Work Standards
3. Collaborating
4. Communication
5. Managing Work
6. Building Partnerships

Technical / Professional Knowledge

1. Computer literate and technologically savvy, which include but are not limited to:
2. Microsoft Office
3. Administrative procedures and systems
4. Relevant regulatory knowledge
5. Relevant software and systems knowledge
6. Business principles
7. Business terms and definitions
8. Governance, Risk and Controls