Job Description
About the Role
A well-established fiduciary services firm in Cape Town is seeking a detail-oriented and professional Junior Estate Administrator to join its team. This opportunity is ideal for a candidate with 1–3 years of experience within a fiduciary or estate administration environment who is looking to grow their career in deceased estate administration.
Key Responsibilities
- Prepare and submit reporting packs, statutory forms, and supporting documentation to the Master’s Office, including submissions via the Master’s online portal.
- Draft correspondence to the Master’s Office, including explanations, undertakings, and responses to queries.
- Attend at the Master’s Office for lodgements, collections, follow-ups, and urgent enquiries when required.
- Track outstanding matters and follow up on appointments, approvals, queries, and lodged documents until finalisation.
- Engage with heirs and next of kin to obtain instructions, explain the estate process, and gather required information and documentation.
- Compile and quality-check estate reporting documents and supporting schedules.
- Open and maintain estate files and ensure accurate, audit-ready recordkeeping.
- Liaise with banks, insurers, investment houses, employers, and other institutions to obtain balances, date-of-death values, and supporting documentation.
- Correspond with heirs, beneficiaries, and service providers, ensuring professional communication and timely updates.
- Prepare draft Liquidation and Distribution Accounts and assist with reconciliations of estate assets, liabilities, income, and expenses.
- Assist with tax and compliance documentation and liaise with tax practitioners where required.
- Assist with final reconciliations and settlement of estate liabilities and administration costs.
- Support the process of obtaining tax clearances and ensuring compliance with SARS requirements where applicable.
- Prepare and process beneficiary distributions in line with approved instructions.
- Ensure estate files are properly closed and all documentation is accurately stored upon finalisation.
Requirements
Relevant tertiary qualification in Estate Administration (certificate/diploma).
Candidates currently studying toward a relevant legal qualification will have an advantage.
1–3 years’ relevant experience within a fiduciary, legal, or estate administration environment.
Working knowledge of the Master’s Office processes and the Master’s online portal.
Proficient in MS Office Suite, including Outlook, Word, Excel, and PowerPoint.
Salary & Benefits
Not specified
How to Apply
Click the green “Go Apply” button below to apply directly online with the employer.
About Admin / clerical / secretarial Jobs in Cape Town Region
The admin, clerical, and secretarial roles in Cape Town region are typically found across various industries, with the financial services sector often being a common employer. Generally, these positions require administrative support to ensure efficient office operations, communication, and record-keeping. Typically, individuals in this field work in a fast-paced environment, providing essential support to teams and organisations.
In terms of compensation, salaries for admin, clerical, and secretarial roles vary widely depending on factors such as experience, company size, industry sector, and level of seniority. Broadly speaking, common salary ranges for these positions range from R30 000 to R60 000 per annum, although it’s essential to note that actual salaries can differ significantly based on individual circumstances. For example, experienced professionals in larger organisations or those working in high-demand industries may earn higher salaries.
Common skills required for admin, clerical, and secretarial roles include proficiency in Microsoft Office applications, excellent communication and interpersonal skills, attention to detail, organisational abilities, time management, and adaptability. Additionally, having experience with HR systems, accounts payable, and inventory management can be beneficial in some instances. Typically, individuals in this field are expected to be highly organised, efficient, and able to work well under pressure.
These roles are commonly found in a range of industries, including financial services, technology, manufacturing, and healthcare. In the finance sector, for instance, administrative professionals may support investment teams or manage accounts payable and receivable. In the technology industry, they may provide technical support or assist with project coordination. Manufacturing organisations often require admin staff to handle logistics, inventory management, and order processing.
Career development opportunities for individuals in this field are generally good, with many graduates progressing into senior administrative roles or moving into related fields such as human resources, marketing, or business administration. With experience and additional training, admin professionals can advance to specialist positions, such as executive assistants, operations managers, or team leaders.
This information provides general career guidance. Actual salaries and requirements vary by employer.
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