Deceased Estates Manager
Posted on 2025-03-29
| Salary | Monthly |
|---|---|
| Category | Admin Clerical Secretarial |
| Location | Nelson Mandela Bay / Uitenhage |
Job Summary
Requirements:
Matric Qualified in LLB EXTENSIVE experience in estates & trust administration 5 years of proven experience Own transport with valid drivers license MS Office Advantages: Experience in software packages Greatsoft & Legalease Certificate in Estates & trust administration Other than English well, having a 2nd language will help your application stand out Patient, tolerant, professional, well spoken About: Liquidation and distribution of deceased estates Drafting of Wills Administration of Will Trusts A sound knowledge and practical experience in the liquidation and administration of deceased estates, the law of succession, and the administration of trusts. Letter-writing skills Work scheduling and prioritization skills Interpersonal skills Communication skills Client service skills Conflict management Drafting of wills and maintaining a database. Consultation with various clients about their estate planning needs. Interview family members of a deceased client. Opening new estate file Completion of required forms on death of a client, to lodge with Master of the High Court. Travelling to Masters Court. Writing letters about assets and liabilities. Obtain valuations of assets. Attend to the sale or transfer of shares and fixed property. Take care of income tax to the date of death by reporting the estate at SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department. Payment of all claims filed. Liaise with family members about the progress of the estate. Opening of a banking account in the name of the estate. All filing. Maintain a diary and timesheet. Drawing up of liquidation and distribution accounts. Attend to all matters relating to curatorship estates. Drawing up of curatorship accounts. Attend to Will Trusts. Maintain a record of work in progress and submit weekly to directors Maintain a monthly cashbook of all estates. Completion of all forms, Sasfin, Investec, conveyancing, insurance policy forms, etc. Drafting trust documents to open a trust, and to attend to the registration of a trust. Assisting clients with changes that need to be made on a trust. To follow up constantly with the Master, banks, and various financial institutions and report them to the Ombudsman if they do not respond. Advertising the estates at the correct times. 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. How to Apply via our website:
Deceased Estates Manager position available in Nelson Mandela Bay, Uitenhage. This job position was posted by . The job has been posted on 2025-03-29 in the Admin Clerical Secretarial category
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