Estate Administrator

SUMMARY:
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POSITION INFO:

Responsibilities:

• Assist in the administration of deceased estates, including but not limited to, handling paperwork and liaising with beneficiaries.

• Ensure accurate record-keeping and documentation throughout the estate administration process.

• Utilize the SARS website proficiently, for tax-related tasks such as accessing relevant information and making SARS appointments.

• Communicate effectively with stakeholders (including clients, beneficiaries, and relevant authorities).

• Assist in resolving any administrative issues or discrepancies that may arise during the estate administration process.

• Maintain accurate records of all financial transactions, correspondence, and legal documents related to estate administration.

• Prepare periodic reports for beneficiaries and other stakeholders as needed.

• Maintain confidentiality and integrity in handling sensitive estate information.

• Provide administrative support to other team members as needed.