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
Office Hours
08h00 - 17h00
There will be occasions where the incumbent would need to work overtime.
Please will you e mail your CV with certificates and a copy of your ID.
