Transfer And Estate Secretary
Posted on 2025-02-27
Employer | Greys Recruitment |
---|---|
Salary | 15000 |
Category | Legal |
Location | South Africa / South Africa |
Job Summary
Durbanville Cape Town
Job
Requirements:
Fully Bilingual
Good verbal and written skills
Work well under pressure
Must be computer literate
Job
Duties:
Securities Transfer
Duties:
- Processing Transfers – Handling the transfer of stocks, bonds, and other securities between parties.
- Maintaining Records – Keeping detailed records of ownership changes and updating internal databases.
- Coordinating with Registrars & Transfer Agents – Ensuring accurate and timely processing of securities transactions.
- Verifying Documentation – Reviewing legal documents to confirm ownership and compliance with regulatory requirements.
- Handling Dividends & Corporate Actions – Managing shareholder benefits, such as dividends, stock splits, or mergers.
Estate Administration
Duties:
- Assisting with Probate Process – Coordinating the transfer of assets from deceased persons to beneficiaries or executors.
- Reviewing Wills & Trusts – Ensuring that estate distribution follows legal guidelines and the deceased`s instructions.
- Communicating with Executors & Beneficiaries – Providing guidance and updates on estate settlement procedures.
- Coordinating with Legal & Financial Teams – Working with attorneys, financial advisors, and tax professionals to manage estates.
- Filing Legal & Tax Documents – Submitting necessary forms, such as estate tax returns and asset transfer documents.
Salary:
Basic of R15 000
How to apply Greys Recruitment
Transfer And Estate Secretary position available in South Africa, South Africa. This job position was posted by Greys Recruitment. The job has been posted as a char8000 ad on 2025-02-27 at 01:23:35 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.
More related positions
Johannesburg: Financial Services Onboarding And Transfers Administrator posted by SET Consulting
Key Responsibilities:Manage Section 14, Section 42, unit, tax-free saving, and retirement fund transfers.Oversee tax directive applications and liaise with trustees and principal officers.Maintain compliance with regulations and ensure efficient process tr
View Job
Financial Services Onboarding And Transfers Administrator
Cape Town: Transfers And Onboarding Consultant – Retail Investments (Lisp) posted by Rory Mackie & Associates
Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Volunt
View Job
Transfers And Onboarding Consultant – Retail Investments (Lisp)
Cape Town: Transfers And Onboarding Consultant – Retail Investments (Lisp) posted by Rory Mackie & Associates
Overview:Our client, a leading global Asset Manager, is seeking to hire an experienced Transfers and Onboarding Consultant to join their Investments Platform Operations team. The Transfers and Onboarding team is responsible for the administration of Volunt
View Job
Transfers And Onboarding Consultant – Retail Investments (Lisp)
South Africa: Transfer And Estate Secretary posted by Greys Recruitment
Location:Durbanville Cape TownJob Requirements:Fully Bilingual Good verbal and written skillsWork well under pressureMust be computer literateJob Duties: Securities Transfer Duties:Processing Transfers – Handling the transfer of stocks, bon
View Job
Transfer And Estate Secretary
Johannesburg: Financial Services Onboarding And Transfers Administrator
Key Responsibilities : Manage Section 14, Section 42, unit, tax-free saving, and retirement fund transfers. Oversee tax directive applications and liaise with trustees and principal officers. Maintain compliance with regulations and ensure efficient proces
View Job
Financial Services Onboarding And Transfers Administrator