Estate Administrator

Helderberg Personnel Cc; Wes-Kaap; On-site; ZAR 220,000 - 320,000; Part time

Job summary

Helderberg Personnel Cc in Somerset West is seeking an experienced Estate Administrator (Deceased Estates) to manage the full administration process for deceased estates for our clients.

The role requires at least three years in estate administration, strong organisational skills, attention to detail, and compassionate communication with families, Master of the High Court processes, SARS, and creditors.

Qualifications

• Matric with Mathematics/Accounting preferred.
• Certificate in Estate Administration is advantageous.
• Three years' experience in estates administration required.
• Experience with LegalEase is highly advantageous.
• Strong organisational skills and attention to detail.

Responsibilities

• Placing estate advertisements in local newspapers and the Government Gazette, ensuring deadlines.
• Registering the estate at the Master's office and obtaining Letters of Executorship.
• Registering SARS profiles and completing income tax returns for the deceased.
• Preparing and submitting Liquidation and Distribution accounts for Master approval.
• Managing correspondence with the Master, creditors and financial institutions and maintaining records.

Skills

Estate administration

Organisational skills

Communication

Attention to detail

Compassion

Education

Matric with Mathematics/Accounting

Certificate in Estate Administration

Tools

LegalEase

Job description

Half-Day Position: Our Client, a well-established, professional company based in Somerset West, have a vacancy for an Estate Administrator (Deceased Estates) with at least 3 years experience in an Estate Administration Role to join their team. The main purpose of this position is to be responsible for the entire administration process of deceased estates on behalf of the firm's clients, from the placing of statutory advertisements and registration of the estate with the Master of the High Court through to the finalisation of the Liquidation and Distribution account. The role manages all correspondence with the Master, SARS, creditors and financial institutions, and communicates regularly with the families of deceased persons

Requirements

• Matric, with Mathematics, Mathematics Literacy and/or Accounting is preferred
• A certificate in Estate Administration (will be advantageous)
• Three years' experience in an estates administration role
• Experience using LegalEase (highly advantageous)
• Well-developed organisational skills, with the ability to prioritise daily tasks
• Attention to detail
• Ability to communicate clearly, give guidance on administrative tasks and show compassion to family members of the deceased

Duties will include, but not limited to:

• Estate Advertisements
  • Placing advertisements in local newspapers and the Government Gazette
  • Ensuring advertisements are placed accurately and within agreed deadlines
• Estate Registration and Executorship
  • Registering the estate at the Master's office, including the preparation of all paperwork required to achieve this
  • Obtaining the Letter of Executorship
  • Completing registrations accurately and within agreed deadlines
• Estate Tax Administration
  • Registering SARS profiles and completing income tax returns for the deceased (before and after death)
  • Registering the estate for income tax
  • Completing tax returns accurately and within deadline dates
• Liquidation and Distribution Accounts
  • Completing the Liquidation and Distribution (L&D) accounts and submitting them to the Master for approval
  • Attending to subsequent memos and queries from the Master
• Correspondence and Record-keeping
  • Managing all correspondence with the Master, creditors and financial institutions
  • Monitoring and following up on correspondence regularly until the estate is wrapped up
  • Keeping a record of all correspondence, ensuring all records are accurately saved and Greatsoft is updated
  • Communicating regularly, clearly and compassionately with the family of the deceased
• General Administration
  • Assisting with general office administration, as requested by the Directors
  • Ensuring tasks are administered accurately and timeously
• Productivity
  • Monitoring own productivity to ensure that it meets the expected standard (60% on average)
  • Productivity is evaluated by drawing reports from Greatsoft
• General Attitude
  • Displaying an attitude that is reflective of the company's values, as evaluated by the line manager

In return a competitive salary is on offer