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Port Elizabeth: Deceased Estates Administrator

Deceased Estates Administrator

Posted on 2025-03-07

Job Summary

Our client, a reputable Accounting Firm is seeking a Deceased Estates Administrator who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession and trusts, to join their team. The purpose of this role is providing daily assistance to the Estates Manager, drafting of wills, liquidation and distribution of deceased estates and Administration of Will Trust Location: Port Elizabet/Gqeberha Job type: On-site Duties and Responsibilities Assisting with the drafting of Wills and maintaining database Assisting with the scheduling of interviews with family members of a deceased client and liaising with family members with regard to the progress of estate and trust matters. Opening new estate files and all filing Assisting with the completion of required forms on the death of a client, to lodge with Master of the High Court and following up on the matter weekly. Travelling to Masters Court or clients on request of Manager. Obtain valuations of assets and writing of letters regarding assets and liabilities. Attend to sale or transfer of shares and fixed property. Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS. Drafting payment requests of all claims filed. Opening of banking account in name of estate. Maintain a diary & timesheet. Assisting with drawing up of Liquidation and Distribution accounts. Assisting with drawing up of curatorship accounts and attending to all matters relating to curatorship estates. Attend to Will Trusts and trust administration. Maintain a monthly cashbook of all estates Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms etc. Minimum Requirements Grade 12 (Essential) Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous Basic Bookkeeping Diploma would be advantageous Code 08 Drivers License and own transport Knowledge of the law regarding deceased estates and trusts Knowledge of the drafting of Wills Knowledge of Trusts. Excel M S Word E-mail Legal-Ease Greatsoft Skills Required Letter Writing Skills Work Scheduling and prioritization skills Interpersonal skills Communication Skills Client Service Skills Should you wish to be considered for this opportunity, please apply directly to the advertisement. Should you not hear back from us within 2 weeks of application, kindly consider your application as unsuccessful

Deceased Estates Administrator position available in Nelson Mandela Bay, Port Elizabeth. This job position was posted by . The job has been posted on 2025-03-07 in the Admin Clerical Secretarial category

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Deceased Estates Administrator

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Port Elizabeth: Deceased Estates Administrator

Deceased Estates Administrator

Posted on 2025-03-06

Salary Monthly
Category Legal
Location Nelson Mandela Bay  /  Port Elizabeth

Job Summary

Requirements:

Matric (Grade 12) is essential. Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous. Basic Bookkeeping Diploma would be advantageous. A sound knowledge and practical experience of the liquidation and administration of deceased estates, the law of succession, and Trusts. Code 08 Driver`s License and own transport. Responsibilities, but not limited to: Assisting with the drafting of Wills and maintaining database. Assisting with the scheduling of interviews with family members of a deceased client and the Manager. Opening new estate file Assisting with the completion of required forms on the death of a client, to lodge with Master of the High Court and following up on the matter weekly. Travelling to Masters Court or clients on request of Manager. Writing of letters regarding assets and liabilities. Obtain valuations of assets. Attend to sale or transfer of shares and fixed property. Report the estate to SARS and apply for a Deceased Estate Compliance Certificate from SARS. Drafting payment requests of all claims filed. Liaise with family members with regard to the progress of estate and trust matters. Opening of banking account in name of estate and putting all matters onto GreatSoft. All Filing. Maintain a diary & timesheet. Assisting with drawing up of Liquidation and Distribution accounts. Attend to all matters relating to curatorship estates. Assisting with drawing up of curatorship accounts. Attend to Will Trusts. Maintain a record of work in progress (Submitted weekly to Senior) Refer complex problems to Senior. Maintain a monthly cashbook of all estates. Trust administration. Any other reasonable Ad Hoc request from the Manager in the form of personal assistant requirements. Completion of all forms, Sasfin, Investec, Conveyancing, Insurance policy forms etc. Assisting with the completion of Trust Documents. Following up with financial institutions on a weekly basis and reporting them the ombudsman if no response within a specific timeframe. Compliance with the firms System of Quality Management (SOQM), policies and procedures. Compliance with the firms Employee Code of Conduct which consists of the firms HR policies, SAICA, IRBA and IESBA Codes of Conduct. Kindly note that should you not receive a response within two weeks of applying, please consider your application unsuccessful.

Deceased Estates Administrator position available in Nelson Mandela Bay, Port Elizabeth. This job position was posted by . The job has been posted on 2025-03-06 in the Legal category

Click Go Apply to apply online!


You might also like these jobs in the same area.

Apply directly for this position. Please read all instructions carefully.

We do not process job applications; we simply aggregate and display job listings.

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View Job
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Port Elizabeth: Deceased Estates Administrator posted by Headhunters

Requirements:Matric (Grade 12) is essential.Deceased Estate Planning and Administration Diploma (or law degree) will be advantageous.Basic Bookkeeping Diploma would be advantageous.A sound knowledge and practical experience of the liquidation and administr


View Job
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Port Elizabeth: Deceased Estates Administrator posted by Manpower Group

Responsibilities:Assisting with drawing up of Liquidation and Distribution accounts.Attend to all matters relating to curatorship estates.Assisting with drawing up of curatorship accounts.Attend to Will Trusts.Maintain a monthly cashbook of all estates.Ass


View Job
Deceased Estates Administrator

Gauteng: Attorney (Deceased Estates) posted by Pillango Placements

You will offer practical legal guidance to clients, with responsibilities including:Estate Administration – Managing the winding up of deceased estates, including obtaining Letters of Executorship, drafting liquidation and distribution accounts, and


View Job
Attorney (Deceased Estates)

Port Elizabeth: Deceased Estates Administrator

Our client, a reputable Accounting Firm is seeking a Deceased Estates Administrator who has a sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession and trusts, to join their team. The purp


View Job
Deceased Estates Administrator

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