Estates Assistant / Administrator

SUMMARY:
Our client is seeking a qualified Estates Assistant / Administrator.

POSITION INFO:
Requirements: (non-negotiable)

1. Experience in the legal field, especially Trust and Estates; or
2. Diploma or degree in law or Estates/Trust will be to your advantage.
3. Matric;
4. Applicant should have a drivers license
5. fully literate in Microsoft Office.

1. Filing;
2. Following up on correspondence with regards to Estate and Trust matters;
3. Drafting of Wills
4. Reporting matters to the ombudsman at various financial institutions;
5. Reporting matters to complaints departments at various financial institutions;
6. Uploading documents to SARS with regards to the Estates;
7. Assisting and drafting payment requests;
8. Assisting and drafting documents to transfer a Motor Vehicle from an Estate;
9. Assisting and drafting of document to register a Trust at the Master of the High Court, as well as changes made to Trustees and Beneficiaries;
10. Deliver and pick up documents;
11. Assisting in drafting of Wills and Estate Documents;