Deceased Estates Admin Assistant

SUMMARY:
Deceased Estate Admin Assistant
R9 000 - R12 000 (dependent on experience, but negotiable)
Pretoria East

Duties:

• Provide direct support to the fiduciary advisors with regards to the administration of estates-, trusts- and wills
• Have a good understanding of the fiduciary services environment and assist and attend to various aspects of such administration
• Maintaining constant client contact in a friendly and sensitive manner
• Communicating with personnel of the South Africa Revenue Services and auditors regarding income tax and estate duty matters in estates
• Communication with and maintaining of good relations with personnel of the offices of the Master of the High Court
• Liaising with service providers, attorneys, accountants, valuators, auctioneers and insurance companies ot ensure prompt and efficient finalization of an estate
• Preparing draft letters, transfer- and other relevant forms for signature by the fiduciary advisors
• Preparing various estate- and trust forms and documents; arrange signatures and submissions to the Master of the High Court
• Create and maintain physical and digital files and statistics
• Verifying bank account details of creditors, heirs and beneficiaries and loading of payments. Attending to the diarising of office files and following up on outstanding matters
• Attending to enquiries from clients, colleagues and interested parties.
• General administrative duties

POSITION INFO:
Minimum requirements:

• Grade 12
• Minimum 4 years experience in deceased estate administration (preferably)
• Relevant tertiary qualification in law or deceased estates administration will be advantageous
• Legal Ease experience will be advantageous
• Fluent in Afrikaans & English will be advantageous