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
- Administer deceased estates - independently process deceased estates, from the reporting stage to file closure, and do so within regulatory guidelines.
- Deliver amazing service and quality work.
- Produce milestones with limited day-to-day management.
- Finalise the estates with precision, speed and quality.
- Cherish every estate, treat it as precious and take pride in the administration process.
- Identify risk in the estates and potential difficulties early in the administration process.
- Seek solutions and escalate to management when required.
- Assess cash flow needs.
- Deal with various stakeholders successfully to finalise milestones.
What We Look for in Our Ideal Candidate
Education and Experience Requirements
- Matric
- Relevant Qualifications (LLB / Deceased Estates Administration)
- At least 5+ years' experience as an Estates Administrator (including LegalEase, CGT)
- Computer literate and technologically savvy.
- Be able to work within a high-volume environment.
- Have excellent administrative skills
- Be solution-driven
- Provide feedback to their manager in the form of reports
- Ability to share knowledge and expertise with junior resources
- 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
- Empathetic, friendly, professional, and accountable
- Assertive yet compassionate
- Ability to perform well under pressure
- Mature, confident, and resilient
- Excellent listening and communication skills