Deceased Estate Administrator Morningside Sandton
Salary: Up to R22 000. CTC
Education & Experience
- Grade 12 / Matric Certificate
- A minimum of 3 to 5 years of experience as a Deceased Estate Administrator / Legal Secretary, with at least 2 years dedicated specifically to Wills & Deceased Estates.
- A formal legal secretarial diploma or specialized estates certificate (e.g., Gawie le Roux or LEAD) is highly advantageous.
Document Generation & Dictation
- Transcribe and draft legal correspondence, wills, codicils, and power of attorney documents via digital dictation.
- Prepare the initial bundles for reporting estates to the Master of the High Court (Death Notices, Inventories, Next-of-Kin Affidavits).
- Format, proofread, and prepare formal letters to banks, insurance companies, and creditors.
Specialized Estates Administration Support
- Follow up routinely with financial institutions to secure certificates of balance, valuation certificates, and bank statements.
- Coordinate the placement of Section 29 (Creditors) and Section 35 (L&D inspection) advertisements in the Government Gazette and local newspapers.
- Assist the attorney or administrator by gathering the necessary documents for SARS income tax and Capital Gains Tax filings.
Master’s Office & Third-Party Liaison
- Manage the physical or electronic submission of documents to the Master’s Office.
- Follow up on the progress of Letters of Executorship / Authority and resolve basic queries or shortages.
- Act as the primary point of contact for clients, handling incoming queries with high empathy and professionalism.
Practice Management & Compliance
- Maintain accurate electronic and physical filing systems, ensuring all files are perfectly indexed.
- Capture billable hours, prepare client invoices, and track outstanding disbursements.
- Ensure absolute compliance with POPIA (client data protection) and FICA verification protocols during client onboarding.