Senior Estate Practitioner

The Senior Estate Practitioner can independently process a deceased estate from inception to finalization.

This role attends to the holistic and overall administration process.

The candidate must be able to work hard, be constructive, follow-through, have empathy and be honest.

Roles and Responsibilities

1. Administer deceased estates - independently process deceased estates, from the reporting stage to file closure, and do so within regulatory guidelines.
2. Deliver amazing service and quality work.
3. Produce milestones with limited day-to-day management.
4. Finalise the estates with precision, speed and quality.
5. Cherish every estate, treat it as precious and take pride in the administration process.
6. Identify risk in the estates and potential difficulties early in the administration process.
7. Seek solutions and escalate to management when required.
8. Assess cash flow needs.
9. Deal with various stakeholders successfully to finalise milestones.

What We Look for in Our Ideal Candidate

Education and Experience Requirements

1. Matric
2. Relevant Qualifications (LLB / Deceased Estates Administration)
3. At least 5+ years' experience as an Estates Administrator (including LegalEase, CGT)
4. Computer literate and technologically savvy.
5. Be able to work within a high-volume environment.
6. Have excellent administrative skills
7. Be solution-driven
8. Provide feedback to their manager in the form of reports
9. Ability to share knowledge and expertise with junior resources
10. Have excellent client service skills – ensure that the executors, beneficiaries, creditors, debtors and other stakeholders of the estate are kept informed of progress

Personal Abilities

1. Empathetic, friendly, professional, and accountable
2. Assertive yet compassionate
3. Ability to perform well under pressure
4. Mature, confident, and resilient
5. Excellent listening and communication skills