Assistant Deceased Estates Administrator

Our client, a dyamic Financial Services Provider seeks to employ an Assistant Deceased Estates Administrator

Key Responsibilities

Estate Administration (consisting of, but not limited to:)

- Independently administering the Estate within regulatory guidelines

- Preparation of all estate related letters (with applicable annexures) to institutions

- Completion of all transfers and redemption forms

- Preparing and placement of statutory required advertisements

- Obtain all relevant tax certificates

- Meticulously diarising and following up on outstanding matters

- Liaising with clients and assisting with general e-mail and telephonic enquiries

- Liaise with correspondence and courier services

Last Will &Testament Administration (Quarterly Accounting (Preparation)

- Processing of all documentation on the Company''s standard administration system

- Obtain relevant information from client by e-mailing the Request for drafting a Will document to the client

- Set up appointments

- Scan andlog orginal signed Will into fireproof safe

- Send letter of acknowledgement/receipt to the client

- Diary management

- Maintain accurate Wills records and assist with annual audit of Wills in the safe

Skills and experience required

- Minimum of 2 -3 years'' experience with a professional deceased estate administration environment

- Basic knowledge of Wills and the Wills Act

- Computer Literacy essential - MS Office (Word, Excel, PowrPoint, Outlook)

- Excellent communication skills (client and service providers)

- Strong administrative position

Personal Attributes

• Customer Focussed
• High work standards
• Managing work
• Attention to detail
• Planning skills
• Ability to work independently