Somerset West: Estate Administrator posted by Helderberg Personnel

Requirements

• Matric, with Mathematics, Mathematical Literacy and/or Accounting
• A certificate in Estate Administration (will be advantageous)
• Three years’ experience in an estates administration role
• Experience using LegalEase (highly advantageous)
• Well-developed organisational skills, with the ability to prioritise daily tasks
• Attention to detail
• Ability to communicate clearly, give guidance on administrative tasks and show compassion to family members of the deceased

Duties will include, but not limited to:

• Estate Advertisements
  • Placing advertisements in local newspapers and the Government Gazette
  • Ensuring advertisements are placed accurately and within agreed deadlines
• Estate Registration and Executorship
  • Registering the estate at the Master’s office, including the preparation of all paperwork required to achieve this
  • Obtaining the Letter of Executorship
  • Completing registrations accurately and within agreed deadlines
• Estate Tax Administration
  • Registering SARS profiles and completing income tax returns for the deceased (before and after death)
  • Registering the estate for income tax
  • Completing tax returns accurately and within deadline dates
• Liquidation and Distribution Accounts
  • Completing the Liquidation and Distribution (L&D) accounts and submitting them to the Master for approval
  • Attending to subsequent memos and queries from the Master
• Correspondence and Record-keeping
  • Managing all correspondence with the Master, creditors and financial institutions
  • Monitoring and following up on correspondence regularly until the estate is wrapped up
  • Keeping a record of all correspondence, ensuring all records are accurately saved and Greatsoft is updated
  • Communicating regularly, clearly and compassionately with the family of the deceased
• General Administration
  • Assisting with general office administration, as requested by the Directors
  • Ensuring tasks are administered accurately and timeously
• Productivity
  • Monitoring own productivity to ensure that it meets the expected standard (60% on average)
  • Productivity is evaluated by drawing reports from Greatsoft
• General Attitude
  • Displaying an attitude that is reflective of the company’s values, as evaluated by the line manager

In return a competitive salary is on offer