Deceased Estates Intake & Reporting Specialist

HR Options; Pretoria; On-site; ZAR 360,000 - 420,000; Full time

Job summary

Responsibilities include opening matters, collecting documentation, coordinating with the panel administrators and maintaining LOE trackers, with emphasis on accuracy and compliance.

Qualifications

• Minimum 3 years’ experience in deceased estate administration or related field.
• Experience with reporting requirements across Master’s Office regions.
• Familiarity with document management and client communication.

Responsibilities

• Receive and process new deceased estate referrals.
• Engage with family representatives, heirs and financial advisers professionally.
• Open new matters on Lexis Deceased Estates or equivalent system.
• Create and maintain electronic estate files.
• Prepare the estate reporting packs for submission to the Master.

Skills

Estate administration

Legal documentation

Client communication

Workflow tracking

Education

National Diploma or Degree in Law/Commerce

Tools

Lexis Deceased Estates

Job description

Responsibilities include opening matters, collecting documentation, coordinating with the panel administrators and maintaining LOE trackers, with emphasis on accuracy and compliance.