Manager : Deceased Estates Department

SUMMARY:
Our client in the Finance, Tax and Advisory Sector, is currently looking to employ a Manager for their Deceased Estates Department, in Port Elizabeth.

An LLB Qualification secures.

An awesome career opportunity awaits you!

POSITION INFO:
Requirements:

• Matric (Grade 12).
• LLB degree.
• Basic Bookkeeping Diploma would be advantageous.
• Admission as an Attorney would be advantageous, with at least three years of experience in Estates.
• Trust Administration (5+ years).
• Computer literacy.
• Code 08 Driver’s License and own transport.
• Proficiency in an additional language (Afrikaans / isiXhosa).

• Drafting wills and maintaining a database.
• Consulting with clients regarding estate planning needs.
• Interviewing family members of a deceased client.
• Opening new estate files.
• Completing required forms upon a client’s death and lodging them with the Master of the High Court.
• Traveling to the Master’s Court.
• Writing letters regarding assets and liabilities.
• Obtaining valuations of assets.
• Managing the sale or transfer of shares and fixed property.
• Handling income tax matters up to the date of death, including reporting the estate to SARS, applying for a Deceased Estate Compliance Certificate, and liaising with the Tax Department.
• Processing payments for all claims filed.
• Liaising with family members regarding estate progress.
• Opening banking accounts in the name of estates.
• Filing and maintaining records.
• Maintaining a diary and timesheet.
• Preparing liquidation and distribution accounts.
• Managing curatorship estates, including drawing up curatorship accounts.
• Administering Will Trusts.
• Keeping records of work in progress and submitting weekly reports to directors.
• Maintaining a monthly cashbook of all estates.
• Completing various forms, including those for Sasfin, Investec, conveyancing, and insurance policies.
• Drafting and registering trust documents.
• Assisting clients with necessary changes to trusts.
• Following up with the Master, banks, and financial institutions, escalating matters to the Ombudsman if necessary.
• Advertising estates at the correct times.
• Ensuring compliance with the firm’s System of Quality Management (SOQM), policies, and procedures.
• Adhering to the firm’s Employee Code of Conduct, including HR policies, SAICA, IRBA, and IESBA Codes of Conduct.