Manager : Deceased Estates Department
Posted on 2025-03-03
| Salary | Monthly |
|---|---|
| Category | Accounting Finance |
| Location | Nelson Mandela Bay / Port Elizabeth |
Job Summary
Requirements:
Matric (Grade 12). LLB degree. Basic Bookkeeping Diploma would be advantageous. Admission as an Attorney would be advantageous, with at least three years of experience in Estates. Trust Administration (5 years). Computer literacy. Code 08 Drivers License and own transport. Proficiency in an additional language (Afrikaans / isiXhosa).
Responsibilities:
Drafting wills and maintaining a database. Consulting with clients regarding estate planning needs. Interviewing family members of a deceased client. Opening new estate files. Completing required forms upon a clients death and lodging them with the Master of the High Court. Traveling to the Masters Court. Writing letters regarding assets and liabilities. Obtaining valuations of assets. Managing the sale or transfer of shares and fixed property. Handling income tax matters up to the date of death, including reporting the estate to SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department. Processing payments for all claims filed. Liaising with family members regarding estate progress. Opening banking accounts in the name of estates. Filing and maintaining records. Maintaining a diary and timesheet. Preparing liquidation and distribution accounts. Managing curatorship estates, including drawing up curatorship accounts. Administering Will Trusts. Keeping records of work in progress and submitting weekly reports to directors. Maintaining a monthly cashbook of all estates. Completing various forms, including those for Sasfin, Investec, conveyancing, and insurance policies. Drafting and registering trust documents. Assisting clients with necessary changes to trusts. Following up with the Master, banks, and financial institutions, escalating matters to the Ombudsman if necessary. Advertising estates at the correct times. Ensuring compliance with the firms System of Quality Management (SOQM), policies, and procedures. Adhering to the firms Employee Code of Conduct, including HR policies, SAICA, IRBA, and IESBA Codes of Conduct. Please consider your application unsuccessful should you not receive a response within 2 weeks of applying.
Manager : Deceased Estates Department position available in Nelson Mandela Bay, Port Elizabeth. This job position was posted by . The job has been posted on 2025-03-03 in the Accounting Finance category
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